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 | $43,949 | $72,277-39.2% | $101,248-56.6% | $79,858-45.0% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.2pp | 69.6%+23.4pp |
| Annual return | 14.98% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,264 | $2,692+21.3% | $3,660-10.8% | $2,471+32.1% |
| Participant deferral / active EE | $6,675 | $3,282+103.4% | $4,370+52.7% | $3,740+78.5% |
| Admin fee / account holder | $3,872 | $4,400-12.0% | $5,945-34.9% | $5,306-27.0% |