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 | $56,383 | $78,926-28.6% | $136,749-58.8% | $84,808-33.5% |
| Participation rate | 98.0% | 62.2%+35.8pp | 72.1%+25.9pp | 68.3%+29.7pp |
| Annual return | 14.28% | 18.17%-3.9pp | 24.33%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,452 | $2,134+14.9% | $3,400-27.9% | $2,631-6.8% |
| Participant deferral / active EE | $3,354 | $3,168+5.9% | $4,692-28.5% | $4,212-20.4% |
| Admin fee / account holder | $1,317 | $6,369-79.3% | $11,386-88.4% | $7,344-82.1% |