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 | $47,308 | $78,926-40.1% | $136,749-65.4% | $84,808-44.2% |
| Participation rate | 94.0% | 62.2%+31.8pp | 72.1%+21.8pp | 68.3%+25.7pp |
| Annual return | 15.89% | 18.17%-2.3pp | 24.33%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,698 | $2,134+26.4% | $3,400-20.6% | $2,631+2.6% |
| Participant deferral / active EE | $5,210 | $3,168+64.4% | $4,692+11.0% | $4,212+23.7% |
| Admin fee / account holder | $3,271 | $6,369-48.6% | $11,386-71.3% | $7,344-55.5% |