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 | $30,764 | $127,065-75.8% | $113,168-72.8% | $142,382-78.4% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 22.04% | 24.03%-2.0pp | 24.27%-2.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,325 | $3,442-61.5% | $2,975-55.5% | $4,299-69.2% |
| Participant deferral / active EE | $7,522 | $5,716+31.6% | $5,107+47.3% | $6,507+15.6% |
| Admin fee / account holder | $2,950 | $15,736-81.3% | $12,068-75.6% | $12,624-76.6% |