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 | $48,908 | $138,347-64.6% | $184,203-73.4% | $80,856-39.5% |
| Participation rate | 76.7% | 83.9%-7.2pp | 86.8%-10.2pp | 67.6%+9.0pp |
| Annual return | 22.69% | 20.02%+2.7pp | 28.81%-6.1pp | 35.59%-12.9pp |
| Employer contribution / active EE | $3,246 | $4,850-33.1% | $6,427-49.5% | $2,755+17.8% |
| Participant deferral / active EE | $5,354 | $7,071-24.3% | $9,131-41.4% | $4,296+24.6% |
| Admin fee / account holder | $5,829 | $10,483-44.4% | $13,901-58.1% | $6,918-15.7% |