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 | $46,673 | $109,413-57.3% | $156,263-70.1% | $84,808-45.0% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 14.54% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,971 | $2,907+2.2% | $4,333-31.4% | $2,631+12.9% |
| Participant deferral / active EE | $4,901 | $4,590+6.8% | $6,158-20.4% | $4,212+16.4% |
| Admin fee / account holder | $3,834 | $9,357-59.0% | $14,255-73.1% | $7,344-47.8% |