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 | $52,221 | $65,365-20.1% | $92,893-43.8% | $72,985-28.4% |
| Participation rate | 80.4% | 68.3%+12.0pp | 76.0%+4.4pp | 69.5%+10.9pp |
| Annual return | 19.48% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,367 | $2,594-8.8% | $3,653-35.2% | $2,440-3.0% |
| Participant deferral / active EE | $3,510 | $3,128+12.2% | $4,236-17.1% | $3,607-2.7% |
| Admin fee / account holder | $3,070 | $4,251-27.8% | $5,794-47.0% | $5,124-40.1% |