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 | $53,546 | $95,803-44.1% | $113,168-52.7% | $84,808-36.9% |
| Participation rate | 95.2% | 72.9%+22.3pp | 76.6%+18.6pp | 68.3%+26.9pp |
| Annual return | 18.11% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,604 | $2,360-32.0% | $2,975-46.1% | $2,631-39.0% |
| Participant deferral / active EE | $3,676 | $4,242-13.3% | $5,107-28.0% | $4,212-12.7% |
| Admin fee / account holder | $1,093 | $8,989-87.8% | $12,068-90.9% | $7,344-85.1% |