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 | $54,405 | $109,413-50.3% | $156,263-65.2% | $84,808-35.8% |
| Participation rate | 81.3% | 72.7%+8.6pp | 78.9%+2.3pp | 68.3%+12.9pp |
| Annual return | 16.36% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,224 | $2,907-57.9% | $4,333-71.8% | $2,631-53.5% |
| Participant deferral / active EE | $2,267 | $4,590-50.6% | $6,158-63.2% | $4,212-46.2% |
| Admin fee / account holder | $2,969 | $9,357-68.3% | $14,255-79.2% | $7,344-59.6% |