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 | $45,563 | $65,365-30.3% | $92,893-51.0% | $72,985-37.6% |
| Participation rate | 89.8% | 68.3%+21.5pp | 76.0%+13.8pp | 69.5%+20.3pp |
| Annual return | 16.86% | 42.10%-25.2pp | 109.41%-92.6pp | 81.00%-64.1pp |
| Employer contribution / active EE | $3,390 | $2,594+30.7% | $3,653-7.2% | $2,440+38.9% |
| Participant deferral / active EE | $2,167 | $3,128-30.7% | $4,236-48.8% | $3,607-39.9% |
| Admin fee / account holder | $1,521 | $4,251-64.2% | $5,794-73.7% | $5,124-70.3% |