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 | $59,496 | $86,929-31.6% | $102,423-41.9% | $80,856-26.4% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.4pp | 67.6%+19.2pp |
| Annual return | 13.61% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,383 | $2,369+0.6% | $3,023-21.2% | $2,755-13.5% |
| Participant deferral / active EE | $5,361 | $4,118+30.2% | $5,053+6.1% | $4,296+24.8% |
| Admin fee / account holder | $4,527 | $8,049-43.8% | $9,451-52.1% | $6,918-34.6% |