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 | $164,610 | $74,927+119.7% | $101,794+61.7% | $84,808+94.1% |
| Participation rate | 80.4% | 61.4%+19.0pp | 69.2%+11.2pp | 68.3%+12.1pp |
| Annual return | 14.87% | 18.70%-3.8pp | 30.53%-15.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,494 | $1,522-1.8% | $2,289-34.7% | $2,631-43.2% |
| Participant deferral / active EE | $6,412 | $3,099+106.9% | $4,084+57.0% | $4,212+52.3% |
| Admin fee / account holder | $3,332 | $6,514-48.8% | $8,777-62.0% | $7,344-54.6% |