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 | $56,075 | $95,803-41.5% | $113,168-50.4% | $84,808-33.9% |
| Participation rate | 91.8% | 72.9%+18.9pp | 76.6%+15.2pp | 68.3%+23.5pp |
| Annual return | 16.61% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,455 | $2,360+46.4% | $2,975+16.1% | $2,631+31.3% |
| Participant deferral / active EE | $6,539 | $4,242+54.1% | $5,107+28.0% | $4,212+55.3% |
| Admin fee / account holder | $4,826 | $8,989-46.3% | $12,068-60.0% | $7,344-34.3% |