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 | $50,071 | $74,927-33.2% | $101,794-50.8% | $84,808-41.0% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.2%+14.7pp | 68.3%+15.6pp |
| Annual return | 14.37% | 18.70%-4.3pp | 30.53%-16.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,097 | $1,522+37.8% | $2,289-8.4% | $2,631-20.3% |
| Participant deferral / active EE | $4,154 | $3,099+34.0% | $4,084+1.7% | $4,212-1.4% |
| Admin fee / account holder | $16,521 | $6,514+153.6% | $8,777+88.2% | $7,344+125.0% |