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 | $29,241 | $74,927-61.0% | $101,794-71.3% | $84,808-65.5% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.3pp | 68.3%+20.2pp |
| Annual return | 19.14% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,398 | $1,522+57.6% | $2,289+4.8% | $2,631-8.8% |
| Participant deferral / active EE | $3,425 | $3,099+10.5% | $4,084-16.1% | $4,212-18.7% |
| Admin fee / account holder | $1,980 | $6,514-69.6% | $8,777-77.4% | $7,344-73.0% |