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 | $45,102 | $94,625-52.3% | $116,228-61.2% | $84,808-46.8% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 19.64% | 20.40%-0.8pp | 90.06%-70.4pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,737 | $2,347+16.6% | $2,994-8.6% | $2,631+4.0% |
| Participant deferral / active EE | $3,955 | $3,972-0.4% | $4,953-20.2% | $4,212-6.1% |
| Admin fee / account holder | $3,325 | $10,091-67.1% | $11,989-72.3% | $7,344-54.7% |