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 | $50,453 | $95,803-47.3% | $113,168-55.4% | $84,808-40.5% |
| Participation rate | 94.8% | 72.9%+22.0pp | 76.6%+18.3pp | 68.3%+26.5pp |
| Annual return | 17.23% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,497 | $2,360+5.8% | $2,975-16.1% | $2,631-5.1% |
| Participant deferral / active EE | $6,814 | $4,242+60.6% | $5,107+33.4% | $4,212+61.8% |
| Admin fee / account holder | $2,342 | $8,989-73.9% | $12,068-80.6% | $7,344-68.1% |