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 | $49,010 | $81,460-39.8% | $103,333-52.6% | $80,856-39.4% |
| Participation rate | 84.3% | 66.8%+17.5pp | 74.5%+9.8pp | 67.6%+16.7pp |
| Annual return | 16.78% | 25.55%-8.8pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,770 | $3,105+21.4% | $3,868-2.5% | $2,755+36.9% |
| Participant deferral / active EE | $5,501 | $3,869+42.2% | $5,057+8.8% | $4,296+28.1% |
| Admin fee / account holder | $6,027 | $6,566-8.2% | $8,355-27.9% | $6,918-12.9% |