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 6-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 | $54,322 | $80,717-32.7% | $154,803-64.9% | $84,808-35.9% |
| Participation rate | 80.5% | 66.8%+13.7pp | 78.1%+2.4pp | 68.3%+12.2pp |
| Annual return | 16.30% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,508 | $2,761-45.4% | $4,305-65.0% | $2,631-42.7% |
| Participant deferral / active EE | $5,932 | $3,303+79.6% | $5,540+7.1% | $4,212+40.9% |
| Admin fee / account holder | $1,622 | $6,746-75.9% | $14,329-88.7% | $7,344-77.9% |