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 | $35,170 | $80,717-56.4% | $154,803-77.3% | $84,808-58.5% |
| Participation rate | 70.7% | 66.8%+3.9pp | 78.1%-7.3pp | 68.3%+2.4pp |
| Annual return | 20.70% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,777 | $2,761-35.6% | $4,305-58.7% | $2,631-32.5% |
| Participant deferral / active EE | $4,688 | $3,303+41.9% | $5,540-15.4% | $4,212+11.3% |
| Admin fee / account holder | $7,557 | $6,746+12.0% | $14,329-47.3% | $7,344+2.9% |