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 | $54,286 | $95,803-43.3% | $113,168-52.0% | $84,808-36.0% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 68.3%+24.9pp |
| Annual return | 18.01% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,159 | $2,360-8.5% | $2,975-27.4% | $2,631-18.0% |
| Participant deferral / active EE | $5,929 | $4,242+39.8% | $5,107+16.1% | $4,212+40.8% |
| Admin fee / account holder | $1,430 | $8,989-84.1% | $12,068-88.1% | $7,344-80.5% |