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 | $56,901 | $79,944-28.8% | $98,439-42.2% | $75,163-24.3% |
| Participation rate | 81.6% | 70.4%+11.2pp | 75.2%+6.4pp | 67.2%+14.4pp |
| Annual return | 17.00% | 19.75%-2.7pp | 21.16%-4.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $832 | $2,264-63.3% | $3,048-72.7% | $2,670-68.9% |
| Participant deferral / active EE | $5,940 | $3,752+58.3% | $4,738+25.4% | $4,125+44.0% |
| Admin fee / account holder | $2,675 | $6,840-60.9% | $8,948-70.1% | $5,651-52.7% |