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 | $52,476 | $95,803-45.2% | $113,168-53.6% | $84,808-38.1% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 20.10% | 25.00%-4.9pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,260 | $2,360+80.5% | $2,975+43.2% | $2,631+61.9% |
| Participant deferral / active EE | $8,102 | $4,242+91.0% | $5,107+58.6% | $4,212+92.4% |
| Admin fee / account holder | $2,689 | $8,989-70.1% | $12,068-77.7% | $7,344-63.4% |