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 | $29,090 | $106,584-72.7% | $101,326-71.3% | $142,382-79.6% |
| Participation rate | 95.0% | 82.7%+12.3pp | 81.5%+13.5pp | 80.1%+14.9pp |
| Annual return | 19.45% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,653 | $3,956-32.9% | $3,665-27.6% | $4,299-38.3% |
| Participant deferral / active EE | $6,729 | $8,297-18.9% | $7,994-15.8% | $6,507+3.4% |
| Admin fee / account holder | $447 | $11,446-96.1% | $11,185-96.0% | $12,624-96.5% |