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 | $55,100 | $60,022-8.2% | $88,946-38.1% | $84,808-35.0% |
| Participation rate | 92.1% | 57.8%+34.3pp | 68.8%+23.3pp | 68.3%+23.8pp |
| Annual return | 15.58% | 22.43%-6.9pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,930 | $1,703+130.8% | $2,555+53.8% | $2,631+49.4% |
| Participant deferral / active EE | $3,649 | $3,114+17.2% | $4,581-20.4% | $4,212-13.4% |
| Admin fee / account holder | $1,117 | $4,811-76.8% | $8,261-86.5% | $7,344-84.8% |