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 | $59,193 | $95,803-38.2% | $113,168-47.7% | $84,808-30.2% |
| Participation rate | 78.5% | 72.9%+5.6pp | 76.6%+1.9pp | 68.3%+10.2pp |
| Annual return | 14.70% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,167 | $2,360-8.2% | $2,975-27.2% | $2,631-17.6% |
| Participant deferral / active EE | $4,009 | $4,242-5.5% | $5,107-21.5% | $4,212-4.8% |
| Admin fee / account holder | $3,760 | $8,989-58.2% | $12,068-68.8% | $7,344-48.8% |