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 | $45,770 | $72,277-36.7% | $101,248-54.8% | $79,858-42.7% |
| Participation rate | 81.4% | 68.5%+12.9pp | 75.8%+5.6pp | 69.6%+11.8pp |
| Annual return | 14.12% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,621 | $2,692-39.8% | $3,660-55.7% | $2,471-34.4% |
| Participant deferral / active EE | $5,207 | $3,282+58.7% | $4,370+19.1% | $3,740+39.2% |
| Admin fee / account holder | $2,474 | $4,400-43.8% | $5,945-58.4% | $5,306-53.4% |