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 | $49,940 | $81,248-38.5% | $155,509-67.9% | $80,856-38.2% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 24.82% | 33.31%-8.5pp | 64.67%-39.8pp | 35.59%-10.8pp |
| Employer contribution / active EE | $1,864 | $3,100-39.9% | $4,672-60.1% | $2,755-32.3% |
| Participant deferral / active EE | $3,377 | $3,452-2.1% | $5,626-40.0% | $4,296-21.4% |
| Admin fee / account holder | $7,925 | $7,997-0.9% | $15,912-50.2% | $6,918+14.6% |