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 | $48,707 | $109,413-55.5% | $156,263-68.8% | $84,808-42.6% |
| Participation rate | 90.7% | 72.7%+18.0pp | 78.9%+11.8pp | 68.3%+22.4pp |
| Annual return | 13.22% | 20.18%-7.0pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,693 | $2,907-41.8% | $4,333-60.9% | $2,631-35.7% |
| Participant deferral / active EE | $5,790 | $4,590+26.2% | $6,158-6.0% | $4,212+37.5% |
| Admin fee / account holder | $1,930 | $9,357-79.4% | $14,255-86.5% | $7,344-73.7% |