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 | $46,231 | $109,881-57.9% | $150,045-69.2% | $84,808-45.5% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 18.93% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,154 | $3,561-11.4% | $4,693-32.8% | $2,631+19.9% |
| Participant deferral / active EE | $3,641 | $6,636-45.1% | $7,997-54.5% | $4,212-13.5% |
| Admin fee / account holder | $1,405 | $8,568-83.6% | $13,435-89.5% | $7,344-80.9% |