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 | $48,038 | $52,580-8.6% | $71,671-33.0% | $70,131-31.5% |
| Participation rate | 92.3% | 60.9%+31.4pp | 68.7%+23.6pp | 69.5%+22.8pp |
| Annual return | 20.01% | 20.25%-0.2pp | 20.65%-0.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,908 | $1,616+18.1% | $2,460-22.4% | $2,342-18.6% |
| Participant deferral / active EE | $3,782 | $2,386+58.5% | $3,438+10.0% | $3,332+13.5% |
| Admin fee / account holder | $1,412 | $3,653-61.3% | $5,558-74.6% | $4,645-69.6% |