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 10-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 | $55,539 | $74,927-25.9% | $101,794-45.4% | $84,808-34.5% |
| Participation rate | 82.1% | 61.4%+20.7pp | 69.2%+13.0pp | 68.3%+13.8pp |
| Annual return | 15.16% | 18.70%-3.5pp | 30.53%-15.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,814 | $1,522+84.9% | $2,289+22.9% | $2,631+7.0% |
| Participant deferral / active EE | $7,301 | $3,099+135.6% | $4,084+78.8% | $4,212+73.3% |
| Admin fee / account holder | $14,795 | $6,514+127.1% | $8,777+68.6% | $7,344+101.5% |