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 | $46,113 | $80,717-42.9% | $154,803-70.2% | $84,808-45.6% |
| Participation rate | 87.9% | 66.8%+21.1pp | 78.1%+9.8pp | 68.3%+19.6pp |
| Annual return | 13.30% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,869 | $2,761-32.3% | $4,305-56.6% | $2,631-29.0% |
| Participant deferral / active EE | $1,915 | $3,303-42.0% | $5,540-65.4% | $4,212-54.5% |
| Admin fee / account holder | $8,559 | $6,746+26.9% | $14,329-40.3% | $7,344+16.6% |