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 | $59,174 | $117,983-49.8% | $101,794-41.9% | $142,382-58.4% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 16.17% | 36.92%-20.7pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,440 | $2,773-48.1% | $2,289-37.1% | $4,299-66.5% |
| Participant deferral / active EE | $3,460 | $4,714-26.6% | $4,084-15.3% | $6,507-46.8% |
| Admin fee / account holder | $1,626 | $10,433-84.4% | $8,777-81.5% | $12,624-87.1% |