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 | $48,081 | $72,492-33.7% | $87,100-44.8% | $72,985-34.1% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 24.22% | 24.46%-0.2pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,998 | $1,894+5.5% | $2,521-20.7% | $2,440-18.1% |
| Participant deferral / active EE | $5,080 | $3,270+55.4% | $4,049+25.5% | $3,607+40.8% |
| Admin fee / account holder | $483 | $5,055-90.4% | $7,497-93.6% | $5,124-90.6% |