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 9-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 | $49,150 | $86,929-43.5% | $102,423-52.0% | $80,856-39.2% |
| Participation rate | 75.4% | 72.4%+3.0pp | 76.5%-1.1pp | 67.6%+7.8pp |
| Annual return | 13.97% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,810 | $2,369-23.6% | $3,023-40.1% | $2,755-34.3% |
| Participant deferral / active EE | $4,644 | $4,118+12.8% | $5,053-8.1% | $4,296+8.1% |
| Admin fee / account holder | $7,374 | $8,049-8.4% | $9,451-22.0% | $6,918+6.6% |