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 | $46,359 | $100,326-53.8% | $180,183-74.3% | $84,808-45.3% |
| Participation rate | 79.7% | 71.0%+8.7pp | 77.4%+2.2pp | 68.3%+11.3pp |
| Annual return | 14.58% | 17.86%-3.3pp | 27.86%-13.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,729 | $3,269-47.1% | $5,039-65.7% | $2,631-34.3% |
| Participant deferral / active EE | $2,555 | $5,066-49.6% | $6,822-62.5% | $4,212-39.3% |
| Admin fee / account holder | $612 | $9,674-93.7% | $19,975-96.9% | $7,344-91.7% |