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 | $47,906 | $72,277-33.7% | $101,248-52.7% | $79,858-40.0% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 14.91% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,887 | $2,692+44.4% | $3,660+6.2% | $2,471+57.3% |
| Participant deferral / active EE | $4,497 | $3,282+37.0% | $4,370+2.9% | $3,740+20.2% |
| Admin fee / account holder | $3,689 | $4,400-16.2% | $5,945-38.0% | $5,306-30.5% |