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 | $46,170 | $80,717-42.8% | $154,803-70.2% | $84,808-45.6% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 16.18% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,539 | $2,761-8.0% | $4,305-41.0% | $2,631-3.5% |
| Participant deferral / active EE | $5,561 | $3,303+68.3% | $5,540+0.4% | $4,212+32.0% |
| Admin fee / account holder | $3,394 | $6,746-49.7% | $14,329-76.3% | $7,344-53.8% |