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 | $58,338 | $95,803-39.1% | $113,168-48.4% | $84,808-31.2% |
| Participation rate | 92.5% | 72.9%+19.6pp | 76.6%+15.9pp | 68.3%+24.2pp |
| Annual return | 19.00% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,904 | $2,360+65.4% | $2,975+31.2% | $2,631+48.4% |
| Participant deferral / active EE | $8,023 | $4,242+89.1% | $5,107+57.1% | $4,212+90.5% |
| Admin fee / account holder | $3,245 | $8,989-63.9% | $12,068-73.1% | $7,344-55.8% |