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 | $37,420 | $80,717-53.6% | $154,803-75.8% | $84,808-55.9% |
| Participation rate | 71.0% | 66.8%+4.2pp | 78.1%-7.1pp | 68.3%+2.7pp |
| Annual return | 14.50% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,199 | $2,761-20.4% | $4,305-48.9% | $2,631-16.4% |
| Participant deferral / active EE | $4,286 | $3,303+29.8% | $5,540-22.6% | $4,212+1.8% |
| Admin fee / account holder | $12,450 | $6,746+84.6% | $14,329-13.1% | $7,344+69.5% |