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 | $47,598 | $109,413-56.5% | $156,263-69.5% | $84,808-43.9% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 17.42% | 20.18%-2.8pp | 59.47%-42.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,397 | $2,907-17.5% | $4,333-44.7% | $2,631-8.9% |
| Participant deferral / active EE | $7,917 | $4,590+72.5% | $6,158+28.6% | $4,212+88.0% |
| Admin fee / account holder | $2,612 | $9,357-72.1% | $14,255-81.7% | $7,344-64.4% |