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 | $54,817 | $72,277-24.2% | $101,248-45.9% | $79,858-31.4% |
| Participation rate | 94.4% | 68.5%+26.0pp | 75.8%+18.6pp | 69.6%+24.8pp |
| Annual return | 15.66% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,659 | $2,692-38.4% | $3,660-54.7% | $2,471-32.9% |
| Participant deferral / active EE | $2,992 | $3,282-8.8% | $4,370-31.5% | $3,740-20.0% |
| Admin fee / account holder | $7,302 | $4,400+66.0% | $5,945+22.8% | $5,306+37.6% |