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 | $48,049 | $109,881-56.3% | $150,045-68.0% | $84,808-43.3% |
| Participation rate | 73.5% | 76.1%-2.6pp | 82.3%-8.8pp | 68.3%+5.2pp |
| Annual return | 19.74% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,961 | $3,561-44.9% | $4,693-58.2% | $2,631-25.5% |
| Participant deferral / active EE | $4,139 | $6,636-37.6% | $7,997-48.2% | $4,212-1.7% |
| Admin fee / account holder | $9,330 | $8,568+8.9% | $13,435-30.6% | $7,344+27.1% |