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 | $47,430 | $81,248-41.6% | $155,509-69.5% | $80,856-41.3% |
| Participation rate | 74.6% | 66.2%+8.4pp | 78.2%-3.6pp | 67.6%+7.0pp |
| Annual return | 11.33% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,633 | $3,100-47.3% | $4,672-65.0% | $2,755-40.7% |
| Participant deferral / active EE | $3,925 | $3,452+13.7% | $5,626-30.2% | $4,296-8.6% |
| Admin fee / account holder | $1,444 | $7,997-81.9% | $15,912-90.9% | $6,918-79.1% |