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 6-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 | $50,162 | $127,065-60.5% | $113,168-55.7% | $142,382-64.8% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 16.88% | 24.03%-7.1pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,834 | $3,442-17.7% | $2,975-4.8% | $4,299-34.1% |
| Participant deferral / active EE | $5,183 | $5,716-9.3% | $5,107+1.5% | $6,507-20.3% |
| Admin fee / account holder | $686 | $15,736-95.6% | $12,068-94.3% | $12,624-94.6% |