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 | $54,007 | $74,927-27.9% | $101,794-46.9% | $84,808-36.3% |
| Participation rate | 70.8% | 61.4%+9.4pp | 69.2%+1.6pp | 68.3%+2.5pp |
| Annual return | 16.79% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,437 | $1,522+60.2% | $2,289+6.5% | $2,631-7.4% |
| Participant deferral / active EE | $4,998 | $3,099+61.3% | $4,084+22.4% | $4,212+18.7% |
| Admin fee / account holder | $6,470 | $6,514-0.7% | $8,777-26.3% | $7,344-11.9% |