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 | $58,693 | $74,927-21.7% | $101,794-42.3% | $84,808-30.8% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.2%+28.9pp | 68.3%+29.7pp |
| Annual return | 15.27% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,381 | $1,522-9.3% | $2,289-39.7% | $2,631-47.5% |
| Participant deferral / active EE | $3,179 | $3,099+2.6% | $4,084-22.2% | $4,212-24.5% |
| Admin fee / account holder | $8,157 | $6,514+25.2% | $8,777-7.1% | $7,344+11.1% |