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 | $46,741 | $72,492-35.5% | $87,100-46.3% | $72,985-36.0% |
| Participation rate | 85.5% | 72.8%+12.7pp | 76.9%+8.7pp | 69.5%+16.0pp |
| Annual return | 18.34% | 24.46%-6.1pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,907 | $1,894+0.7% | $2,521-24.3% | $2,440-21.8% |
| Participant deferral / active EE | $3,304 | $3,270+1.1% | $4,049-18.4% | $3,607-8.4% |
| Admin fee / account holder | $1,054 | $5,055-79.1% | $7,497-85.9% | $5,124-79.4% |