See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,115 | $74,927-31.8% | $101,794-49.8% | $84,808-39.7% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 14.53% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,055 | $1,522+35.0% | $2,289-10.2% | $2,631-21.9% |
| Participant deferral / active EE | $5,508 | $3,099+77.7% | $4,084+34.9% | $4,212+30.8% |
| Admin fee / account holder | $13,573 | $6,514+108.4% | $8,777+54.6% | $7,344+84.8% |