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 | $54,206 | $55,706-2.7% | $75,886-28.6% | $72,985-25.7% |
| Participation rate | 89.5% | 61.1%+28.3pp | 69.3%+20.2pp | 69.5%+20.0pp |
| Annual return | 18.87% | 27.59%-8.7pp | 30.76%-11.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,896 | $1,687+12.4% | $2,500-24.2% | $2,440-22.3% |
| Participant deferral / active EE | $4,105 | $2,634+55.8% | $3,603+13.9% | $3,607+13.8% |
| Admin fee / account holder | $965 | $3,978-75.7% | $5,418-82.2% | $5,124-81.2% |