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 | $23,822 | $80,673-70.5% | $101,326-76.5% | $84,808-71.9% |
| Participation rate | 82.1% | 77.8%+4.4pp | 81.5%+0.6pp | 68.3%+13.8pp |
| Annual return | 23.57% | 38.95%-15.4pp | 36.82%-13.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,909 | $2,698+44.9% | $3,665+6.7% | $2,631+48.6% |
| Participant deferral / active EE | $7,824 | $6,840+14.4% | $7,994-2.1% | $4,212+85.8% |
| Admin fee / account holder | $2,335 | $12,784-81.7% | $11,185-79.1% | $7,344-68.2% |