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 | $54,285 | $54,762-0.9% | $90,281-39.9% | $72,985-25.6% |
| Participation rate | 88.7% | 65.1%+23.6pp | 73.3%+15.4pp | 69.5%+19.2pp |
| Annual return | 33.81% | 30.63%+3.2pp | 78.10%-44.3pp | 81.00%-47.2pp |
| Employer contribution / active EE | $1,460 | $2,092-30.2% | $2,854-48.9% | $2,440-40.2% |
| Participant deferral / active EE | $3,634 | $2,887+25.9% | $3,885-6.5% | $3,607+0.7% |
| Admin fee / account holder | $1,090 | $3,972-72.6% | $5,351-79.6% | $5,124-78.7% |