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 | $53,503 | $72,492-26.2% | $87,100-38.6% | $72,985-26.7% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 24.95% | 24.46%+0.5pp | 28.19%-3.2pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,732 | $1,894-8.6% | $2,521-31.3% | $2,440-29.0% |
| Participant deferral / active EE | $3,024 | $3,270-7.5% | $4,049-25.3% | $3,607-16.2% |
| Admin fee / account holder | $3,215 | $5,055-36.4% | $7,497-57.1% | $5,124-37.3% |