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 | $49,304 | $81,460-39.5% | $103,333-52.3% | $80,856-39.0% |
| Participation rate | 89.1% | 66.8%+22.2pp | 74.5%+14.6pp | 67.6%+21.4pp |
| Annual return | 18.26% | 25.55%-7.3pp | 24.88%-6.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,514 | $3,105+13.2% | $3,868-9.1% | $2,755+27.6% |
| Participant deferral / active EE | $7,291 | $3,869+88.5% | $5,057+44.2% | $4,296+69.7% |
| Admin fee / account holder | $4,143 | $6,566-36.9% | $8,355-50.4% | $6,918-40.1% |