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 | $46,901 | $78,422-40.2% | $95,952-51.1% | $79,858-41.3% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 21.11% | 19.37%+1.7pp | 91.61%-70.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,196 | $1,945+12.9% | $2,541-13.6% | $2,471-11.1% |
| Participant deferral / active EE | $3,049 | $3,440-11.4% | $4,167-26.8% | $3,740-18.5% |
| Admin fee / account holder | $3,940 | $5,622-29.9% | $6,795-42.0% | $5,306-25.8% |