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 | $56,513 | $95,803-41.0% | $113,168-50.1% | $84,808-33.4% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 15.55% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,088 | $2,360-53.9% | $2,975-63.4% | $2,631-58.7% |
| Participant deferral / active EE | $4,538 | $4,242+7.0% | $5,107-11.1% | $4,212+7.7% |
| Admin fee / account holder | $11,292 | $8,989+25.6% | $12,068-6.4% | $7,344+53.8% |