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 | $49,994 | $95,803-47.8% | $113,168-55.8% | $84,808-41.1% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 12.54% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,856 | $2,360-21.4% | $2,975-37.6% | $2,631-29.5% |
| Participant deferral / active EE | $2,269 | $4,242-46.5% | $5,107-55.6% | $4,212-46.1% |
| Admin fee / account holder | $2,035 | $8,989-77.4% | $12,068-83.1% | $7,344-72.3% |