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 | $48,599 | $78,422-38.0% | $95,952-49.4% | $79,858-39.1% |
| Participation rate | 93.0% | 73.5%+19.5pp | 77.1%+15.9pp | 69.6%+23.4pp |
| Annual return | 14.72% | 19.37%-4.6pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,759 | $1,945-9.6% | $2,541-30.8% | $2,471-28.8% |
| Participant deferral / active EE | $3,477 | $3,440+1.1% | $4,167-16.6% | $3,740-7.0% |
| Admin fee / account holder | $5,246 | $5,622-6.7% | $6,795-22.8% | $5,306-1.1% |