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 | $47,306 | $80,968-41.6% | $96,544-51.0% | $75,163-37.1% |
| Participation rate | 92.5% | 71.8%+20.7pp | 76.0%+16.5pp | 67.2%+25.3pp |
| Annual return | 12.99% | 27.06%-14.1pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $908 | $2,282-60.2% | $2,965-69.4% | $2,670-66.0% |
| Participant deferral / active EE | $1,984 | $3,928-49.5% | $4,851-59.1% | $4,125-51.9% |
| Admin fee / account holder | $14,379 | $6,724+113.8% | $8,252+74.2% | $5,651+154.5% |