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 | $57,482 | $148,978-61.4% | $200,582-71.3% | $84,808-32.2% |
| Participation rate | 94.7% | 84.2%+10.5pp | 86.9%+7.9pp | 68.3%+26.4pp |
| Annual return | 15.83% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,223 | $4,815-53.8% | $6,419-65.4% | $2,631-15.5% |
| Participant deferral / active EE | $4,679 | $7,142-34.5% | $9,331-49.9% | $4,212+11.1% |
| Admin fee / account holder | $9,104 | $13,977-34.9% | $16,305-44.2% | $7,344+24.0% |