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 | $45,446 | $72,492-37.3% | $87,100-47.8% | $72,985-37.7% |
| Participation rate | 77.9% | 72.8%+5.1pp | 76.9%+1.1pp | 69.5%+8.4pp |
| Annual return | 22.99% | 24.46%-1.5pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,384 | $1,894-26.9% | $2,521-45.1% | $2,440-43.3% |
| Participant deferral / active EE | $2,526 | $3,270-22.7% | $4,049-37.6% | $3,607-30.0% |
| Admin fee / account holder | $1,517 | $5,055-70.0% | $7,497-79.8% | $5,124-70.4% |