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 | $47,771 | $90,503-47.2% | $78,689-39.3% | $273,961-82.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 5.65% | 75.60%-70.0pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,396 | $3,176+6.9% | $2,851+19.1% | $4,869-30.2% |
| Participant deferral / active EE | $6,862 | $3,901+75.9% | $3,517+95.1% | $5,287+29.8% |
| Admin fee / account holder | $4,583 | $5,263-12.9% | $4,510+1.6% | $10,132-54.8% |