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 | $47,462 | $81,248-41.6% | $155,509-69.5% | $80,856-41.3% |
| Participation rate | 77.3% | 66.2%+11.0pp | 78.2%-0.9pp | 67.6%+9.6pp |
| Annual return | 11.78% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,571 | $3,100-49.3% | $4,672-66.4% | $2,755-43.0% |
| Participant deferral / active EE | $3,114 | $3,452-9.8% | $5,626-44.6% | $4,296-27.5% |
| Admin fee / account holder | $2,844 | $7,997-64.4% | $15,912-82.1% | $6,918-58.9% |