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 | $46,027 | $109,881-58.1% | $150,045-69.3% | $84,808-45.7% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,293 | $3,561-35.6% | $4,693-51.1% | $2,631-12.9% |
| Participant deferral / active EE | $3,585 | $6,636-46.0% | $7,997-55.2% | $4,212-14.9% |
| Admin fee / account holder | $1,529 | $8,568-82.2% | $13,435-88.6% | $7,344-79.2% |