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 | $53,275 | $64,480-17.4% | $81,382-34.5% | $80,856-34.1% |
| Participation rate | 74.5% | 63.9%+10.6pp | 69.5%+5.0pp | 67.6%+6.9pp |
| Annual return | 25.24% | 16.34%+8.9pp | 24.73%+0.5pp | 35.59%-10.4pp |
| Employer contribution / active EE | $3,975 | $1,978+100.9% | $2,463+61.4% | $2,755+44.3% |
| Participant deferral / active EE | $7,963 | $3,094+157.4% | $3,883+105.1% | $4,296+85.4% |
| Admin fee / account holder | $2,193 | $5,671-61.3% | $5,768-62.0% | $6,918-68.3% |