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 | $50,756 | $60,892-16.6% | $82,389-38.4% | $84,808-40.2% |
| Participation rate | 74.2% | 63.3%+10.9pp | 69.5%+4.6pp | 68.3%+5.9pp |
| Annual return | 13.69% | 37.29%-23.6pp | 28.67%-15.0pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,390 | $1,779+34.3% | $2,517-5.0% | $2,631-9.1% |
| Participant deferral / active EE | $4,416 | $3,179+38.9% | $4,155+6.3% | $4,212+4.9% |
| Admin fee / account holder | $15,622 | $5,467+185.7% | $7,231+116.0% | $7,344+112.7% |