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 | $35,177 | $79,944-56.0% | $98,439-64.3% | $75,163-53.2% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.2%-0.2pp | 67.2%+7.8pp |
| Annual return | 17.02% | 19.75%-2.7pp | 21.16%-4.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,059 | $2,264-9.1% | $3,048-32.5% | $2,670-22.9% |
| Participant deferral / active EE | $4,751 | $3,752+26.6% | $4,738+0.3% | $4,125+15.2% |
| Admin fee / account holder | $3,910 | $6,840-42.8% | $8,948-56.3% | $5,651-30.8% |