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 | $57,844 | $58,851-1.7% | $115,157-49.8% | $72,985-20.7% |
| Participation rate | 79.7% | 65.5%+14.1pp | 75.9%+3.8pp | 69.5%+10.2pp |
| Annual return | 19.24% | 23.16%-3.9pp | 35.60%-16.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,773 | $1,798-1.4% | $3,179-44.2% | $2,440-27.3% |
| Participant deferral / active EE | $3,411 | $2,643+29.1% | $4,168-18.2% | $3,607-5.4% |
| Admin fee / account holder | $1,457 | $6,370-77.1% | $7,088-79.4% | $5,124-71.6% |