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 | $47,012 | $77,813-39.6% | $123,544-61.9% | $64,186-26.8% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -2.47% | 12.48%-14.9pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,647 | $3,014+21.0% | $4,628-21.2% | $2,381+53.2% |
| Participant deferral / active EE | $8,470 | $5,240+61.7% | $6,426+31.8% | $3,470+144.1% |
| Admin fee / account holder | $6,125 | $5,519+11.0% | $9,284-34.0% | $4,888+25.3% |