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 7-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 | $32,769 | $74,927-56.3% | $101,794-67.8% | $84,808-61.4% |
| Participation rate | 79.3% | 61.4%+17.9pp | 69.2%+10.1pp | 68.3%+11.0pp |
| Annual return | 13.55% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,917 | $3,099-5.9% | $4,084-28.6% | $4,212-30.7% |
| Admin fee / account holder | $8,299 | $6,514+27.4% | $8,777-5.5% | $7,344+13.0% |