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 | $59,749 | $74,927-20.3% | $101,794-41.3% | $84,808-29.5% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.2pp | 68.3%+26.0pp |
| Annual return | 14.02% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $925 | $1,522-39.2% | $2,289-59.6% | $2,631-64.8% |
| Participant deferral / active EE | $5,105 | $3,099+64.7% | $4,084+25.0% | $4,212+21.2% |
| Admin fee / account holder | $3,888 | $6,514-40.3% | $8,777-55.7% | $7,344-47.1% |