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 | $39,557 | $95,803-58.7% | $113,168-65.0% | $84,808-53.4% |
| Participation rate | 73.2% | 72.9%+0.3pp | 76.6%-3.4pp | 68.3%+4.9pp |
| Annual return | 17.79% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,427 | $2,360-39.5% | $2,975-52.0% | $2,631-45.7% |
| Participant deferral / active EE | $4,239 | $4,242-0.1% | $5,107-17.0% | $4,212+0.6% |
| Admin fee / account holder | $2,614 | $8,989-70.9% | $12,068-78.3% | $7,344-64.4% |