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 | $47,640 | $46,869+1.6% | $122,332-61.1% | $70,131-32.1% |
| Participation rate | 98.4% | 58.2%+40.2pp | 71.6%+26.8pp | 69.5%+28.9pp |
| Annual return | 16.17% | 24.22%-8.1pp | 30.27%-14.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,178 | $1,288-8.5% | $4,050-70.9% | $2,342-49.7% |
| Participant deferral / active EE | $2,465 | $2,166+13.8% | $3,287-25.0% | $3,332-26.0% |
| Admin fee / account holder | $3,134 | $3,322-5.7% | $5,478-42.8% | $4,645-32.5% |