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 | $54,517 | $65,365-16.6% | $92,893-41.3% | $72,985-25.3% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 18.05% | 42.10%-24.0pp | 109.41%-91.4pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,488 | $2,594-42.6% | $3,653-59.3% | $2,440-39.0% |
| Participant deferral / active EE | $4,907 | $3,128+56.9% | $4,236+15.8% | $3,607+36.0% |
| Admin fee / account holder | $12,100 | $4,251+184.6% | $5,794+108.8% | $5,124+136.1% |