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 | $55,646 | $109,413-49.1% | $156,263-64.4% | $84,808-34.4% |
| Participation rate | 73.7% | 72.7%+1.0pp | 78.9%-5.2pp | 68.3%+5.4pp |
| Annual return | 17.96% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,160 | $2,907-25.7% | $4,333-50.2% | $2,631-17.9% |
| Participant deferral / active EE | $7,887 | $4,590+71.8% | $6,158+28.1% | $4,212+87.3% |
| Admin fee / account holder | $822 | $9,357-91.2% | $14,255-94.2% | $7,344-88.8% |