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 4-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 | $40,951 | $80,717-49.3% | $154,803-73.5% | $84,808-51.7% |
| Participation rate | 70.7% | 66.8%+3.9pp | 78.1%-7.4pp | 68.3%+2.4pp |
| Annual return | 22.76% | 37.96%-15.2pp | 58.88%-36.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,579 | $2,761-6.6% | $4,305-40.1% | $2,631-2.0% |
| Participant deferral / active EE | $5,016 | $3,303+51.9% | $5,540-9.5% | $4,212+19.1% |
| Admin fee / account holder | $587 | $6,746-91.3% | $14,329-95.9% | $7,344-92.0% |