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 | $52,345 | $80,717-35.1% | $154,803-66.2% | $84,808-38.3% |
| Participation rate | 78.1% | 66.8%+11.3pp | 78.1%0pp | 68.3%+9.8pp |
| Annual return | 26.13% | 37.96%-11.8pp | 58.88%-32.7pp | 40.90%-14.8pp |
| Employer contribution / active EE | $1,809 | $2,761-34.5% | $4,305-58.0% | $2,631-31.3% |
| Participant deferral / active EE | $5,060 | $3,303+53.2% | $5,540-8.7% | $4,212+20.1% |
| Admin fee / account holder | $985 | $6,746-85.4% | $14,329-93.1% | $7,344-86.6% |