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 3-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 | $59,318 | $94,625-37.3% | $116,228-49.0% | $84,808-30.1% |
| Participation rate | 82.1% | 70.4%+11.7pp | 74.6%+7.6pp | 68.3%+13.8pp |
| Annual return | 15.18% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,842 | $2,347-21.5% | $2,994-38.5% | $2,631-30.0% |
| Participant deferral / active EE | $5,132 | $3,972+29.2% | $4,953+3.6% | $4,212+21.9% |
| Admin fee / account holder | $553 | $10,091-94.5% | $11,989-95.4% | $7,344-92.5% |