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 | $48,962 | $92,985-47.3% | $153,485-68.1% | $80,856-39.4% |
| Participation rate | 92.9% | 69.0%+23.9pp | 77.1%+15.8pp | 67.6%+25.2pp |
| Annual return | 11.54% | 19.95%-8.4pp | 15.65%-4.1pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,140 | $3,507-39.0% | $5,039-57.5% | $2,755-22.3% |
| Participant deferral / active EE | $4,107 | $5,178-20.7% | $6,757-39.2% | $4,296-4.4% |
| Admin fee / account holder | $6,702 | $8,880-24.5% | $12,724-47.3% | $6,918-3.1% |