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 | $56,528 | $60,892-7.2% | $82,389-31.4% | $84,808-33.3% |
| Participation rate | 73.1% | 63.3%+9.8pp | 69.5%+3.5pp | 68.3%+4.8pp |
| Annual return | 17.02% | 37.29%-20.3pp | 28.67%-11.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,933 | $1,779+8.6% | $2,517-23.2% | $2,631-26.5% |
| Participant deferral / active EE | $4,756 | $3,179+49.6% | $4,155+14.5% | $4,212+12.9% |
| Admin fee / account holder | $4,779 | $5,467-12.6% | $7,231-33.9% | $7,344-34.9% |