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 | $49,068 | $89,753-45.3% | $107,525-54.4% | $84,808-42.1% |
| Participation rate | 87.7% | 68.1%+19.7pp | 75.1%+12.6pp | 68.3%+19.4pp |
| Annual return | 21.24% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,534 | $3,113-18.6% | $3,754-32.5% | $2,631-3.7% |
| Participant deferral / active EE | $4,577 | $4,056+12.8% | $5,116-10.5% | $4,212+8.7% |
| Admin fee / account holder | $6,088 | $7,222-15.7% | $8,919-31.7% | $7,344-17.1% |