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 | $36,740 | $109,413-66.4% | $156,263-76.5% | $84,808-56.7% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 17.26% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,926 | $2,907+0.7% | $4,333-32.5% | $2,631+11.2% |
| Participant deferral / active EE | $6,973 | $4,590+51.9% | $6,158+13.2% | $4,212+65.6% |
| Admin fee / account holder | $6,201 | $9,357-33.7% | $14,255-56.5% | $7,344-15.6% |