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 | $31,566 | $81,248-61.1% | $155,509-79.7% | $80,856-61.0% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 16.52% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,058 | $3,100-33.6% | $4,672-56.0% | $2,755-25.3% |
| Participant deferral / active EE | $3,945 | $3,452+14.3% | $5,626-29.9% | $4,296-8.2% |
| Admin fee / account holder | $716 | $7,997-91.1% | $15,912-95.5% | $6,918-89.7% |