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 | $49,435 | $65,365-24.4% | $92,893-46.8% | $72,985-32.3% |
| Participation rate | 71.0% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.5pp |
| Annual return | 27.33% | 42.10%-14.8pp | 109.41%-82.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,201 | $2,594-15.2% | $3,653-39.7% | $2,440-9.8% |
| Participant deferral / active EE | $3,743 | $3,128+19.6% | $4,236-11.6% | $3,607+3.8% |
| Admin fee / account holder | $2,604 | $4,251-38.7% | $5,794-55.1% | $5,124-49.2% |