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 | $48,080 | $78,926-39.1% | $136,749-64.8% | $84,808-43.3% |
| Participation rate | 96.8% | 62.2%+34.6pp | 72.1%+24.6pp | 68.3%+28.5pp |
| Annual return | 19.01% | 18.17%+0.8pp | 24.33%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,588 | $2,134-25.6% | $3,400-53.3% | $2,631-39.6% |
| Participant deferral / active EE | $1,931 | $3,168-39.0% | $4,692-58.8% | $4,212-54.1% |
| Admin fee / account holder | $494 | $6,369-92.2% | $11,386-95.7% | $7,344-93.3% |