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 | $52,674 | $68,719-23.3% | $91,541-42.5% | $84,808-37.9% |
| Participation rate | 71.4% | 64.5%+6.9pp | 69.8%+1.7pp | 68.3%+3.1pp |
| Annual return | 17.24% | 19.12%-1.9pp | 20.50%-3.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $672 | $1,920-65.0% | $2,505-73.2% | $2,631-74.4% |
| Participant deferral / active EE | $1,544 | $3,136-50.8% | $4,008-61.5% | $4,212-63.3% |
| Admin fee / account holder | $412 | $5,786-92.9% | $6,956-94.1% | $7,344-94.4% |