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 | $24,344 | $80,717-69.8% | $154,803-84.3% | $84,808-71.3% |
| Participation rate | 80.5% | 66.8%+13.7pp | 78.1%+2.4pp | 68.3%+12.2pp |
| Annual return | 19.70% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,027 | $2,761+9.6% | $4,305-29.7% | $2,631+15.1% |
| Participant deferral / active EE | $4,634 | $3,303+40.3% | $5,540-16.4% | $4,212+10.0% |
| Admin fee / account holder | $4,984 | $6,746-26.1% | $14,329-65.2% | $7,344-32.1% |