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 | $52,886 | $109,413-51.7% | $156,263-66.2% | $84,808-37.6% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 22.60% | 20.18%+2.4pp | 59.47%-36.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $3,134 | $2,907+7.8% | $4,333-27.7% | $2,631+19.1% |
| Participant deferral / active EE | $9,815 | $4,590+113.8% | $6,158+59.4% | $4,212+133.0% |
| Admin fee / account holder | $826 | $9,357-91.2% | $14,255-94.2% | $7,344-88.8% |