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 | $47,178 | $94,625-50.1% | $116,228-59.4% | $84,808-44.4% |
| Participation rate | 72.5% | 70.4%+2.1pp | 74.6%-2.0pp | 68.3%+4.2pp |
| Annual return | 14.95% | 20.40%-5.5pp | 90.06%-75.1pp | 40.90%-25.9pp |
| Employer contribution / active EE | $923 | $2,347-60.7% | $2,994-69.2% | $2,631-64.9% |
| Participant deferral / active EE | $2,903 | $3,972-26.9% | $4,953-41.4% | $4,212-31.1% |
| Admin fee / account holder | $3,763 | $10,091-62.7% | $11,989-68.6% | $7,344-48.8% |