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 | $19,131 | $80,717-76.3% | $154,803-87.6% | $84,808-77.4% |
| Participation rate | 74.1% | 66.8%+7.3pp | 78.1%-4.0pp | 68.3%+5.8pp |
| Annual return | 23.37% | 37.96%-14.6pp | 58.88%-35.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,508 | $2,761-45.4% | $4,305-65.0% | $2,631-42.7% |
| Participant deferral / active EE | $3,764 | $3,303+13.9% | $5,540-32.1% | $4,212-10.6% |
| Admin fee / account holder | $1,079 | $6,746-84.0% | $14,329-92.5% | $7,344-85.3% |