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 | $53,833 | $86,929-38.1% | $102,423-47.4% | $80,856-33.4% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 13.70% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,366 | $2,369+42.1% | $3,023+11.3% | $2,755+22.2% |
| Participant deferral / active EE | $6,393 | $4,118+55.2% | $5,053+26.5% | $4,296+48.8% |
| Admin fee / account holder | $4,602 | $8,049-42.8% | $9,451-51.3% | $6,918-33.5% |