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 3-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 | $54,703 | $109,881-50.2% | $150,045-63.5% | $84,808-35.5% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 32.10% | 28.25%+3.9pp | 62.55%-30.4pp | 40.90%-8.8pp |
| Employer contribution / active EE | $2,959 | $3,561-16.9% | $4,693-36.9% | $2,631+12.5% |
| Participant deferral / active EE | $13,955 | $6,636+110.3% | $7,997+74.5% | $4,212+231.4% |
| Admin fee / account holder | $6,364 | $8,568-25.7% | $13,435-52.6% | $7,344-13.3% |