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 | $47,627 | $94,625-49.7% | $116,228-59.0% | $84,808-43.8% |
| Participation rate | 91.1% | 70.4%+20.6pp | 74.6%+16.5pp | 68.3%+22.8pp |
| Annual return | 13.70% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,577 | $2,347-32.8% | $2,994-47.3% | $2,631-40.0% |
| Participant deferral / active EE | $2,953 | $3,972-25.7% | $4,953-40.4% | $4,212-29.9% |
| Admin fee / account holder | $3,749 | $10,091-62.8% | $11,989-68.7% | $7,344-48.9% |