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 | $54,544 | $127,264-57.1% | $109,895-50.4% | $167,490-67.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.2%+20.8pp | 82.1%+12.9pp |
| Annual return | 10.84% | 22.97%-12.1pp | 29.45%-18.6pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,490 | $3,322+5.0% | $2,842+22.8% | $4,837-27.9% |
| Participant deferral / active EE | $7,723 | $4,514+71.1% | $4,048+90.8% | $6,341+21.8% |
| Admin fee / account holder | $1,566 | $7,114-78.0% | $6,066-74.2% | $12,309-87.3% |