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 | $52,949 | $72,492-27.0% | $87,100-39.2% | $72,985-27.5% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 24.09% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,636 | $1,894-13.6% | $2,521-35.1% | $2,440-32.9% |
| Participant deferral / active EE | $3,300 | $3,270+0.9% | $4,049-18.5% | $3,607-8.5% |
| Admin fee / account holder | $6,610 | $5,055+30.8% | $7,497-11.8% | $5,124+29.0% |