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 | $47,736 | $74,927-36.3% | $101,794-53.1% | $84,808-43.7% |
| Participation rate | 70.2% | 61.4%+8.8pp | 69.2%+1.0pp | 68.3%+1.9pp |
| Annual return | 17.49% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,507 | $1,522+64.7% | $2,289+9.5% | $2,631-4.7% |
| Participant deferral / active EE | $3,743 | $3,099+20.8% | $4,084-8.3% | $4,212-11.1% |
| Admin fee / account holder | $1,789 | $6,514-72.5% | $8,777-79.6% | $7,344-75.6% |