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 | $44,777 | $181,894-75.4% | $156,549-71.4% | $273,961-83.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 9.92% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,733 | $6,248-72.3% | $5,501-68.5% | $4,869-64.4% |
| Participant deferral / active EE | $3,882 | $5,550-30.0% | $4,871-20.3% | $5,287-26.6% |
| Admin fee / account holder | $659 | $15,559-95.8% | $13,027-94.9% | $10,132-93.5% |