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 | $58,826 | $95,803-38.6% | $113,168-48.0% | $84,808-30.6% |
| Participation rate | 97.7% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.4pp |
| Annual return | 18.98% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,492 | $2,360+48.0% | $2,975+17.4% | $2,631+32.7% |
| Participant deferral / active EE | $4,510 | $4,242+6.3% | $5,107-11.7% | $4,212+7.1% |
| Admin fee / account holder | $760 | $8,989-91.5% | $12,068-93.7% | $7,344-89.7% |