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 | $69,605 | $95,803-27.3% | $113,168-38.5% | $84,808-17.9% |
| Participation rate | 81.0% | 72.9%+8.1pp | 76.6%+4.4pp | 68.3%+12.6pp |
| Annual return | 17.45% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,214 | $2,360-6.2% | $2,975-25.6% | $2,631-15.9% |
| Participant deferral / active EE | $5,126 | $4,242+20.8% | $5,107+0.4% | $4,212+21.7% |
| Admin fee / account holder | $9,127 | $8,989+1.5% | $12,068-24.4% | $7,344+24.3% |