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 | $59,526 | $80,673-26.2% | $101,326-41.3% | $84,808-29.8% |
| Participation rate | 87.7% | 77.8%+9.9pp | 81.5%+6.2pp | 68.3%+19.4pp |
| Annual return | 17.02% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,820 | $2,698-32.5% | $3,665-50.3% | $2,631-30.8% |
| Participant deferral / active EE | $3,710 | $6,840-45.8% | $7,994-53.6% | $4,212-11.9% |
| Admin fee / account holder | $312 | $12,784-97.6% | $11,185-97.2% | $7,344-95.7% |