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 7-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 | $51,800 | $95,803-45.9% | $113,168-54.2% | $84,808-38.9% |
| Participation rate | 94.4% | 72.9%+21.5pp | 76.6%+17.8pp | 68.3%+26.1pp |
| Annual return | 16.62% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,154 | $2,360-51.1% | $2,975-61.2% | $2,631-56.1% |
| Participant deferral / active EE | $3,505 | $4,242-17.4% | $5,107-31.4% | $4,212-16.8% |
| Admin fee / account holder | $6,208 | $8,989-30.9% | $12,068-48.6% | $7,344-15.5% |