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 | $52,917 | $81,460-35.0% | $103,333-48.8% | $80,856-34.6% |
| Participation rate | 71.7% | 66.8%+4.9pp | 74.5%-2.8pp | 67.6%+4.1pp |
| Annual return | 16.45% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,027 | $3,105-66.9% | $3,868-73.5% | $2,755-62.7% |
| Participant deferral / active EE | $3,277 | $3,869-15.3% | $5,057-35.2% | $4,296-23.7% |
| Admin fee / account holder | $1,110 | $6,566-83.1% | $8,355-86.7% | $6,918-84.0% |