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 8-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 | $41,793 | $60,892-31.4% | $82,389-49.3% | $84,808-50.7% |
| Participation rate | 75.0% | 63.3%+11.7pp | 69.5%+5.5pp | 68.3%+6.7pp |
| Annual return | 20.84% | 37.29%-16.5pp | 28.67%-7.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,452 | $1,779+94.0% | $2,517+37.2% | $2,631+31.2% |
| Participant deferral / active EE | $5,349 | $3,179+68.3% | $4,155+28.8% | $4,212+27.0% |
| Admin fee / account holder | $3,372 | $5,467-38.3% | $7,231-53.4% | $7,344-54.1% |