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 | $46,604 | $80,717-42.3% | $154,803-69.9% | $84,808-45.0% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 19.63% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,013 | $2,761-27.1% | $4,305-53.2% | $2,631-23.5% |
| Participant deferral / active EE | $5,310 | $3,303+60.7% | $5,540-4.2% | $4,212+26.1% |
| Admin fee / account holder | $1,074 | $6,746-84.1% | $14,329-92.5% | $7,344-85.4% |