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 | $59,271 | $80,717-26.6% | $154,803-61.7% | $84,808-30.1% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 16.72% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,044 | $2,761-62.2% | $4,305-75.8% | $2,631-60.3% |
| Participant deferral / active EE | $4,876 | $3,303+47.6% | $5,540-12.0% | $4,212+15.8% |
| Admin fee / account holder | $837 | $6,746-87.6% | $14,329-94.2% | $7,344-88.6% |