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 | $48,435 | $72,492-33.2% | $87,100-44.4% | $72,985-33.6% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.2pp |
| Annual return | 19.63% | 24.46%-4.8pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,981 | $1,894+4.6% | $2,521-21.4% | $2,440-18.8% |
| Participant deferral / active EE | $4,181 | $3,270+27.9% | $4,049+3.3% | $3,607+15.9% |
| Admin fee / account holder | $11,129 | $5,055+120.2% | $7,497+48.5% | $5,124+117.2% |