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 3-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 | $20,824 | $127,065-83.6% | $113,168-81.6% | $142,382-85.4% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 24.45% | 24.03%+0.4pp | 24.27%+0.2pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,203 | $3,442-65.1% | $2,975-59.6% | $4,299-72.0% |
| Participant deferral / active EE | $5,608 | $5,716-1.9% | $5,107+9.8% | $6,507-13.8% |
| Admin fee / account holder | $1,303 | $15,736-91.7% | $12,068-89.2% | $12,624-89.7% |