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 | $10,278 | $80,717-87.3% | $154,803-93.4% | $84,808-87.9% |
| Participation rate | 81.6% | 66.8%+14.8pp | 78.1%+3.5pp | 68.3%+13.3pp |
| Annual return | 25.02% | 37.96%-12.9pp | 58.88%-33.9pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,571 | $2,761-43.1% | $4,305-63.5% | $2,631-40.3% |
| Participant deferral / active EE | $4,767 | $3,303+44.3% | $5,540-14.0% | $4,212+13.2% |
| Admin fee / account holder | $1,187 | $6,746-82.4% | $14,329-91.7% | $7,344-83.8% |