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 | $47,038 | $54,762-14.1% | $90,281-47.9% | $72,985-35.6% |
| Participation rate | 77.1% | 65.1%+12.0pp | 73.3%+3.9pp | 69.5%+7.7pp |
| Annual return | 18.16% | 30.63%-12.5pp | 78.10%-59.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $486 | $2,092-76.8% | $2,854-83.0% | $2,440-80.1% |
| Participant deferral / active EE | $3,679 | $2,887+27.4% | $3,885-5.3% | $3,607+2.0% |
| Admin fee / account holder | $608 | $3,972-84.7% | $5,351-88.6% | $5,124-88.1% |