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 | $52,181 | $95,803-45.5% | $113,168-53.9% | $84,808-38.5% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 15.73% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,415 | $2,360-40.0% | $2,975-52.4% | $2,631-46.2% |
| Participant deferral / active EE | $5,284 | $4,242+24.6% | $5,107+3.5% | $4,212+25.5% |
| Admin fee / account holder | $4,525 | $8,989-49.7% | $12,068-62.5% | $7,344-38.4% |