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 | $47,802 | $109,413-56.3% | $156,263-69.4% | $84,808-43.6% |
| Participation rate | 90.0% | 72.7%+17.3pp | 78.9%+11.1pp | 68.3%+21.7pp |
| Annual return | 13.70% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,631 | $2,907-9.5% | $4,333-39.3% | $2,6310% |
| Participant deferral / active EE | $4,648 | $4,590+1.3% | $6,158-24.5% | $4,212+10.4% |
| Admin fee / account holder | $8,633 | $9,357-7.7% | $14,255-39.4% | $7,344+17.6% |