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 | $52,009 | $73,933-29.7% | $96,683-46.2% | $75,163-30.8% |
| Participation rate | 79.5% | 66.4%+13.1pp | 74.3%+5.2pp | 67.2%+12.3pp |
| Annual return | 16.03% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,870 | $2,928-36.1% | $3,737-50.0% | $2,670-30.0% |
| Participant deferral / active EE | $4,408 | $3,659+20.5% | $4,878-9.6% | $4,125+6.8% |
| Admin fee / account holder | $5,246 | $5,216+0.6% | $6,730-22.0% | $5,651-7.2% |