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 | $57,873 | $81,460-29.0% | $103,333-44.0% | $80,856-28.4% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 23.55% | 25.55%-2.0pp | 24.88%-1.3pp | 35.59%-12.0pp |
| Employer contribution / active EE | $2,028 | $3,105-34.7% | $3,868-47.6% | $2,755-26.4% |
| Participant deferral / active EE | $3,919 | $3,869+1.3% | $5,057-22.5% | $4,296-8.8% |
| Admin fee / account holder | $3,752 | $6,566-42.9% | $8,355-55.1% | $6,918-45.8% |