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 | $54,135 | $81,248-33.4% | $155,509-65.2% | $80,856-33.0% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 15.91% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,223 | $3,100-28.3% | $4,672-52.4% | $2,755-19.3% |
| Participant deferral / active EE | $6,760 | $3,452+95.9% | $5,626+20.2% | $4,296+57.4% |
| Admin fee / account holder | $1,570 | $7,997-80.4% | $15,912-90.1% | $6,918-77.3% |