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 | $37,106 | $78,926-53.0% | $136,749-72.9% | $84,808-56.2% |
| Participation rate | 73.3% | 62.2%+11.2pp | 72.1%+1.2pp | 68.3%+5.0pp |
| Annual return | 17.16% | 18.17%-1.0pp | 24.33%-7.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,617 | $2,134-24.2% | $3,400-52.4% | $2,631-38.5% |
| Participant deferral / active EE | $3,199 | $3,168+1.0% | $4,692-31.8% | $4,212-24.0% |
| Admin fee / account holder | $4,452 | $6,369-30.1% | $11,386-60.9% | $7,344-39.4% |