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 4-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 | $38,653 | $95,803-59.7% | $113,168-65.8% | $84,808-54.4% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 19.57% | 25.00%-5.4pp | 24.27%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,979 | $2,360-16.1% | $2,975-33.5% | $2,631-24.8% |
| Participant deferral / active EE | $4,059 | $4,242-4.3% | $5,107-20.5% | $4,212-3.6% |
| Admin fee / account holder | $661 | $8,989-92.6% | $12,068-94.5% | $7,344-91.0% |