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 8-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 | $39,876 | $109,413-63.6% | $156,263-74.5% | $84,808-53.0% |
| Participation rate | 71.2% | 72.7%-1.5pp | 78.9%-7.8pp | 68.3%+2.8pp |
| Annual return | 21.30% | 20.18%+1.1pp | 59.47%-38.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $4,069 | $2,907+40.0% | $4,333-6.1% | $2,631+54.7% |
| Participant deferral / active EE | $5,589 | $4,590+21.8% | $6,158-9.3% | $4,212+32.7% |
| Admin fee / account holder | $5,110 | $9,357-45.4% | $14,255-64.2% | $7,344-30.4% |