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 | $55,507 | $74,927-25.9% | $101,794-45.5% | $84,808-34.5% |
| Participation rate | 80.7% | 61.4%+19.3pp | 69.2%+11.5pp | 68.3%+12.4pp |
| Annual return | 13.87% | 18.70%-4.8pp | 30.53%-16.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,599 | $1,522+5.1% | $2,289-30.1% | $2,631-39.2% |
| Participant deferral / active EE | $3,460 | $3,099+11.6% | $4,084-15.3% | $4,212-17.8% |
| Admin fee / account holder | $5,308 | $6,514-18.5% | $8,777-39.5% | $7,344-27.7% |