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 | $53,478 | $60,022-10.9% | $88,946-39.9% | $84,808-36.9% |
| Participation rate | 79.1% | 57.8%+21.2pp | 68.8%+10.2pp | 68.3%+10.8pp |
| Annual return | 15.65% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,472 | $1,703+45.2% | $2,555-3.3% | $2,631-6.0% |
| Participant deferral / active EE | $3,742 | $3,114+20.2% | $4,581-18.3% | $4,212-11.2% |
| Admin fee / account holder | $12,533 | $4,811+160.5% | $8,261+51.7% | $7,344+70.7% |