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 | $51,019 | $148,978-65.8% | $200,582-74.6% | $84,808-39.8% |
| Participation rate | 86.6% | 84.2%+2.3pp | 86.9%-0.3pp | 68.3%+18.3pp |
| Annual return | 21.47% | 28.16%-6.7pp | 42.33%-20.9pp | 40.90%-19.4pp |
| Employer contribution / active EE | $5,672 | $4,815+17.8% | $6,419-11.6% | $2,631+115.6% |
| Participant deferral / active EE | $8,765 | $7,142+22.7% | $9,331-6.1% | $4,212+108.1% |
| Admin fee / account holder | $6,412 | $13,977-54.1% | $16,305-60.7% | $7,344-12.7% |