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 | $47,635 | $74,927-36.4% | $101,794-53.2% | $84,808-43.8% |
| Participation rate | 91.0% | 61.4%+29.6pp | 69.2%+21.8pp | 68.3%+22.7pp |
| Annual return | 15.96% | 18.70%-2.7pp | 30.53%-14.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $828 | $1,522-45.6% | $2,289-63.8% | $2,631-68.5% |
| Participant deferral / active EE | $3,312 | $3,099+6.9% | $4,084-18.9% | $4,212-21.4% |
| Admin fee / account holder | $1,975 | $6,514-69.7% | $8,777-77.5% | $7,344-73.1% |