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 | $51,313 | $109,881-53.3% | $150,045-65.8% | $84,808-39.5% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 21.71% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,715 | $3,561+4.3% | $4,693-20.8% | $2,631+41.2% |
| Participant deferral / active EE | $8,346 | $6,636+25.8% | $7,997+4.4% | $4,212+98.2% |
| Admin fee / account holder | $6,570 | $8,568-23.3% | $13,435-51.1% | $7,344-10.5% |