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 | $36,072 | $76,552-52.9% | $123,892-70.9% | $62,891-42.6% |
| Participation rate | 83.5% | 73.0%+10.5pp | 81.4%+2.1pp | 69.3%+14.2pp |
| Annual return | 8.80% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,343 | $2,883-53.4% | $4,617-70.9% | $2,281-41.1% |
| Participant deferral / active EE | $5,421 | $4,840+12.0% | $5,984-9.4% | $3,203+69.3% |
| Admin fee / account holder | $3,158 | $4,826-34.6% | $8,357-62.2% | $4,296-26.5% |