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 | $52,595 | $61,280-14.2% | $69,780-24.6% | $84,808-38.0% |
| Participation rate | 98.4% | 73.6%+24.7pp | 79.3%+19.1pp | 68.3%+30.0pp |
| Annual return | 13.50% | 12.93%+0.6pp | 26.31%-12.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,323 | $3,577+48.8% | $4,168+27.7% | $2,631+102.3% |
| Participant deferral / active EE | $0 | $3,756-100.0% | $6,164-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,145 | $6,026-47.8% | $7,285-56.8% | $7,344-57.2% |