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 | $45,751 | $74,927-38.9% | $101,794-55.1% | $84,808-46.1% |
| Participation rate | 95.4% | 61.4%+34.0pp | 69.2%+26.2pp | 68.3%+27.1pp |
| Annual return | 15.61% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,287 | $1,522+116.0% | $2,289+43.6% | $2,631+24.9% |
| Participant deferral / active EE | $3,108 | $3,099+0.3% | $4,084-23.9% | $4,212-26.2% |
| Admin fee / account holder | $5,501 | $6,514-15.5% | $8,777-37.3% | $7,344-25.1% |