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 | $55,371 | $109,413-49.4% | $156,263-64.6% | $84,808-34.7% |
| Participation rate | 95.0% | 72.7%+22.3pp | 78.9%+16.1pp | 68.3%+26.7pp |
| Annual return | 15.08% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,774 | $2,907+29.8% | $4,333-12.9% | $2,631+43.4% |
| Participant deferral / active EE | $5,255 | $4,590+14.5% | $6,158-14.7% | $4,212+24.8% |
| Admin fee / account holder | $2,152 | $9,357-77.0% | $14,255-84.9% | $7,344-70.7% |