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 | $54,080 | $93,071-41.9% | $74,583-27.5% | $273,961-80.3% |
| Participation rate | 81.8% | 74.9%+6.9pp | 68.1%+13.7pp | 83.0%-1.2pp |
| Annual return | 6.09% | 26.18%-20.1pp | 20.47%-14.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $907 | $3,160-71.3% | $2,525-64.1% | $4,869-81.4% |
| Participant deferral / active EE | $4,314 | $4,160+3.7% | $3,458+24.8% | $5,287-18.4% |
| Admin fee / account holder | $1,304 | $5,272-75.3% | $4,138-68.5% | $10,132-87.1% |