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 | $44,083 | $68,719-35.9% | $91,541-51.8% | $84,808-48.0% |
| Participation rate | 86.5% | 64.5%+22.0pp | 69.8%+16.7pp | 68.3%+18.2pp |
| Annual return | 13.68% | 19.12%-5.4pp | 20.50%-6.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,226 | $1,920+172.2% | $2,505+108.7% | $2,631+98.6% |
| Participant deferral / active EE | $6,834 | $3,136+117.9% | $4,008+70.5% | $4,212+62.3% |
| Admin fee / account holder | $6,549 | $5,786+13.2% | $6,956-5.9% | $7,344-10.8% |