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 | $44,270 | $72,277-38.8% | $101,248-56.3% | $79,858-44.6% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.7pp | 69.6%+12.9pp |
| Annual return | 12.02% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,903 | $2,692+45.0% | $3,660+6.7% | $2,471+58.0% |
| Participant deferral / active EE | $6,582 | $3,282+100.6% | $4,370+50.6% | $3,740+76.0% |
| Admin fee / account holder | $1,763 | $4,400-59.9% | $5,945-70.3% | $5,306-66.8% |