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 | $47,302 | $74,927-36.9% | $101,794-53.5% | $84,808-44.2% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.2%+24.4pp | 68.3%+25.2pp |
| Annual return | 22.31% | 18.70%+3.6pp | 30.53%-8.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,928 | $1,522+26.7% | $2,289-15.8% | $2,631-26.7% |
| Participant deferral / active EE | $3,290 | $3,099+6.2% | $4,084-19.4% | $4,212-21.9% |
| Admin fee / account holder | $2,073 | $6,514-68.2% | $8,777-76.4% | $7,344-71.8% |