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 | $47,356 | $72,492-34.7% | $87,100-45.6% | $72,985-35.1% |
| Participation rate | 79.6% | 72.8%+6.8pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 21.76% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,843 | $1,894-2.7% | $2,521-26.9% | $2,440-24.5% |
| Participant deferral / active EE | $3,737 | $3,270+14.3% | $4,049-7.7% | $3,607+3.6% |
| Admin fee / account holder | $3,087 | $5,055-38.9% | $7,497-58.8% | $5,124-39.8% |