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 | $44,154 | $55,706-20.7% | $75,886-41.8% | $72,985-39.5% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.3%+26.7pp | 69.5%+26.5pp |
| Annual return | 25.46% | 27.59%-2.1pp | 30.76%-5.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,729 | $1,687+61.8% | $2,500+9.2% | $2,440+11.9% |
| Participant deferral / active EE | $3,962 | $2,634+50.4% | $3,603+10.0% | $3,607+9.8% |
| Admin fee / account holder | $5,678 | $3,978+42.7% | $5,418+4.8% | $5,124+10.8% |