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 | $47,919 | $117,983-59.4% | $101,794-52.9% | $142,382-66.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 14.29% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,960 | $2,773-29.3% | $2,289-14.4% | $4,299-54.4% |
| Participant deferral / active EE | $6,569 | $4,714+39.4% | $4,084+60.8% | $6,507+0.9% |
| Admin fee / account holder | $2,413 | $10,433-76.9% | $8,777-72.5% | $12,624-80.9% |