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 | $41,397 | $94,625-56.3% | $116,228-64.4% | $84,808-51.2% |
| Participation rate | 73.0% | 70.4%+2.5pp | 74.6%-1.6pp | 68.3%+4.7pp |
| Annual return | 16.64% | 20.40%-3.8pp | 90.06%-73.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,495 | $2,347+6.3% | $2,994-16.7% | $2,631-5.2% |
| Participant deferral / active EE | $5,663 | $3,972+42.6% | $4,953+14.3% | $4,212+34.5% |
| Admin fee / account holder | $2,779 | $10,091-72.5% | $11,989-76.8% | $7,344-62.2% |