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 | $45,515 | $72,492-37.2% | $87,100-47.7% | $72,985-37.6% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 26.28% | 24.46%+1.8pp | 28.19%-1.9pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,862 | $1,894-1.7% | $2,521-26.1% | $2,440-23.7% |
| Participant deferral / active EE | $2,984 | $3,270-8.7% | $4,049-26.3% | $3,607-17.3% |
| Admin fee / account holder | $383 | $5,055-92.4% | $7,497-94.9% | $5,124-92.5% |