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 | $57,336 | $76,367-24.9% | $93,606-38.7% | $72,985-21.4% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | 23.30% | 25.82%-2.5pp | 32.76%-9.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,544 | $2,275+11.8% | $2,718-6.4% | $2,440+4.3% |
| Participant deferral / active EE | $5,616 | $3,538+58.7% | $4,069+38.0% | $3,607+55.7% |
| Admin fee / account holder | $1,029 | $6,838-84.9% | $7,888-87.0% | $5,124-79.9% |