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 | $54,335 | $73,933-26.5% | $96,683-43.8% | $75,163-27.7% |
| Participation rate | 90.5% | 66.4%+24.1pp | 74.3%+16.1pp | 67.2%+23.3pp |
| Annual return | 18.47% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,931 | $2,928-34.1% | $3,737-48.3% | $2,670-27.7% |
| Participant deferral / active EE | $5,204 | $3,659+42.2% | $4,878+6.7% | $4,125+26.2% |
| Admin fee / account holder | $891 | $5,216-82.9% | $6,730-86.8% | $5,651-84.2% |