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 | $47,889 | $95,803-50.0% | $113,168-57.7% | $84,808-43.5% |
| Participation rate | 82.9% | 72.9%+10.1pp | 76.6%+6.4pp | 68.3%+14.6pp |
| Annual return | 15.68% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,901 | $4,242-31.6% | $5,107-43.2% | $4,212-31.1% |
| Admin fee / account holder | $571 | $8,989-93.6% | $12,068-95.3% | $7,344-92.2% |