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 | $45,603 | $181,894-74.9% | $156,549-70.9% | $273,961-83.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 12.38% | 30.74%-18.4pp | 32.23%-19.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,197 | $6,248-64.8% | $5,501-60.1% | $4,869-54.9% |
| Participant deferral / active EE | $4,236 | $5,550-23.7% | $4,871-13.0% | $5,287-19.9% |
| Admin fee / account holder | $10,665 | $15,559-31.5% | $13,027-18.1% | $10,132+5.3% |