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 | $41,024 | $74,927-45.2% | $101,794-59.7% | $84,808-51.6% |
| Participation rate | 74.3% | 61.4%+12.9pp | 69.2%+5.1pp | 68.3%+6.0pp |
| Annual return | 17.43% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,619 | $1,522+6.4% | $2,289-29.3% | $2,631-38.5% |
| Participant deferral / active EE | $4,573 | $3,099+47.6% | $4,084+12.0% | $4,212+8.6% |
| Admin fee / account holder | $1,134 | $6,514-82.6% | $8,777-87.1% | $7,344-84.6% |