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 | $54,735 | $74,927-26.9% | $101,794-46.2% | $84,808-35.5% |
| Participation rate | 98.4% | 61.4%+37.0pp | 69.2%+29.2pp | 68.3%+30.0pp |
| Annual return | 15.44% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,718 | $1,522+12.9% | $2,289-24.9% | $2,631-34.7% |
| Participant deferral / active EE | $3,382 | $3,099+9.1% | $4,084-17.2% | $4,212-19.7% |
| Admin fee / account holder | $3,765 | $6,514-42.2% | $8,777-57.1% | $7,344-48.7% |