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 | $55,666 | $109,413-49.1% | $156,263-64.4% | $84,808-34.4% |
| Participation rate | 92.5% | 72.7%+19.8pp | 78.9%+13.6pp | 68.3%+24.2pp |
| Annual return | 22.62% | 20.18%+2.4pp | 59.47%-36.8pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,688 | $2,907-7.5% | $4,333-38.0% | $2,631+2.2% |
| Participant deferral / active EE | $5,179 | $4,590+12.8% | $6,158-15.9% | $4,212+23.0% |
| Admin fee / account holder | $1,401 | $9,357-85.0% | $14,255-90.2% | $7,344-80.9% |