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 4-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 | $27,416 | $74,927-63.4% | $101,794-73.1% | $84,808-67.7% |
| Participation rate | 70.7% | 61.4%+9.3pp | 69.2%+1.5pp | 68.3%+2.4pp |
| Annual return | 21.88% | 18.70%+3.2pp | 30.53%-8.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,507 | $1,522-0.9% | $2,289-34.1% | $2,631-42.7% |
| Participant deferral / active EE | $2,951 | $3,099-4.8% | $4,084-27.7% | $4,212-29.9% |
| Admin fee / account holder | $1,849 | $6,514-71.6% | $8,777-78.9% | $7,344-74.8% |