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 | $61,196 | $83,477-26.7% | $125,175-51.1% | $72,985-16.2% |
| Participation rate | 90.1% | 73.3%+16.8pp | 79.8%+10.4pp | 69.5%+20.7pp |
| Annual return | 16.52% | 25.78%-9.3pp | 43.79%-27.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,840 | $2,345-21.6% | $3,865-52.4% | $2,440-24.6% |
| Participant deferral / active EE | $5,163 | $3,585+44.0% | $4,937+4.6% | $3,607+43.1% |
| Admin fee / account holder | $7,111 | $5,517+28.9% | $9,702-26.7% | $5,124+38.8% |