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 | $47,255 | $95,803-50.7% | $113,168-58.2% | $84,808-44.3% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 13.96% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,383 | $2,360+1.0% | $2,975-19.9% | $2,631-9.4% |
| Participant deferral / active EE | $3,914 | $4,242-7.7% | $5,107-23.4% | $4,212-7.1% |
| Admin fee / account holder | $1,012 | $8,989-88.7% | $12,068-91.6% | $7,344-86.2% |