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 | $47,705 | $71,050-32.9% | $93,606-49.0% | $80,856-41.0% |
| Participation rate | 72.5% | 60.4%+12.1pp | 68.7%+3.8pp | 67.6%+4.9pp |
| Annual return | 13.57% | 11.26%+2.3pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,486 | $1,564+59.0% | $2,420+2.7% | $2,755-9.8% |
| Participant deferral / active EE | $3,721 | $4,034-7.8% | $4,411-15.7% | $4,296-13.4% |
| Admin fee / account holder | $3,848 | $6,945-44.6% | $8,285-53.6% | $6,918-44.4% |