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 | $47,336 | $109,881-56.9% | $150,045-68.5% | $84,808-44.2% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 23.12% | 28.25%-5.1pp | 62.55%-39.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,991 | $3,561-16.0% | $4,693-36.3% | $2,631+13.7% |
| Participant deferral / active EE | $6,932 | $6,636+4.5% | $7,997-13.3% | $4,212+64.6% |
| Admin fee / account holder | $11,300 | $8,568+31.9% | $13,435-15.9% | $7,344+53.9% |