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 | $49,946 | $51,708-3.4% | $106,619-53.2% | $62,891-20.6% |
| Participation rate | 84.8% | 66.9%+18.0pp | 78.0%+6.9pp | 69.3%+15.5pp |
| Annual return | 8.79% | 4.69%+4.1pp | 9.42%-0.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,812 | $1,764+2.7% | $3,947-54.1% | $2,281-20.6% |
| Participant deferral / active EE | $3,307 | $2,315+42.8% | $3,930-15.8% | $3,203+3.3% |
| Admin fee / account holder | $1,923 | $3,349-42.6% | $6,418-70.0% | $4,296-55.2% |