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 | $43,241 | $64,480-32.9% | $81,382-46.9% | $80,856-46.5% |
| Participation rate | 79.4% | 63.9%+15.5pp | 69.5%+9.9pp | 67.6%+11.8pp |
| Annual return | 10.68% | 16.34%-5.7pp | 24.73%-14.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,433 | $1,978-27.6% | $2,463-41.8% | $2,755-48.0% |
| Participant deferral / active EE | $3,113 | $3,094+0.6% | $3,883-19.8% | $4,296-27.5% |
| Admin fee / account holder | $5,779 | $5,671+1.9% | $5,768+0.2% | $6,918-16.5% |