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 | $63,285 | $99,985-36.7% | $146,665-56.9% | $85,850-26.3% |
| Participation rate | 82.5% | 73.1%+9.4pp | 80.1%+2.4pp | 69.3%+13.2pp |
| Annual return | 15.53% | 18.93%-3.4pp | 22.74%-7.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,471 | $2,559-42.5% | $4,136-64.4% | $2,565-42.7% |
| Participant deferral / active EE | $5,108 | $4,006+27.5% | $5,506-7.2% | $3,952+29.3% |
| Admin fee / account holder | $2,368 | $7,702-69.3% | $10,280-77.0% | $6,260-62.2% |