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 9-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 | $37,470 | $74,927-50.0% | $101,794-63.2% | $84,808-55.8% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.2%+2.2pp | 68.3%+3.1pp |
| Annual return | 15.65% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,756 | $1,522+15.4% | $2,289-23.3% | $2,631-33.2% |
| Participant deferral / active EE | $2,242 | $3,099-27.6% | $4,084-45.1% | $4,212-46.8% |
| Admin fee / account holder | $4,148 | $6,514-36.3% | $8,777-52.7% | $7,344-43.5% |