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 | $43,462 | $109,413-60.3% | $156,263-72.2% | $84,808-48.8% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 23.40% | 20.18%+3.2pp | 59.47%-36.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,931 | $2,907-33.6% | $4,333-55.4% | $2,631-26.6% |
| Participant deferral / active EE | $6,707 | $4,590+46.1% | $6,158+8.9% | $4,212+59.2% |
| Admin fee / account holder | $1,760 | $9,357-81.2% | $14,255-87.7% | $7,344-76.0% |