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 | $57,351 | $181,894-68.5% | $156,549-63.4% | $273,961-79.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.06% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,806 | $6,248-71.1% | $5,501-67.2% | $4,869-62.9% |
| Participant deferral / active EE | $5,626 | $5,550+1.4% | $4,871+15.5% | $5,287+6.4% |
| Admin fee / account holder | $538 | $15,559-96.5% | $13,027-95.9% | $10,132-94.7% |