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 | $46,667 | $57,541-18.9% | $95,745-51.3% | $75,163-37.9% |
| Participation rate | 92.0% | 62.5%+29.5pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 14.75% | 34.93%-20.2pp | 28.35%-13.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,121 | $1,808+17.3% | $2,835-25.2% | $2,670-20.5% |
| Participant deferral / active EE | $4,136 | $3,074+34.6% | $4,245-2.6% | $4,125+0.3% |
| Admin fee / account holder | $2,262 | $4,099-44.8% | $5,678-60.2% | $5,651-60.0% |