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 | $52,679 | $117,983-55.4% | $101,794-48.2% | $142,382-63.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 21.83% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,934 | $2,773+5.8% | $2,289+28.2% | $4,299-31.8% |
| Participant deferral / active EE | $5,489 | $4,714+16.5% | $4,084+34.4% | $6,507-15.6% |
| Admin fee / account holder | $4,801 | $10,433-54.0% | $8,777-45.3% | $12,624-62.0% |