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 | $47,450 | $90,503-47.6% | $78,689-39.7% | $273,961-82.7% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | 9.28% | 75.60%-66.3pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,235 | $3,176-29.6% | $2,851-21.6% | $4,869-54.1% |
| Participant deferral / active EE | $3,251 | $3,901-16.7% | $3,517-7.5% | $5,287-38.5% |
| Admin fee / account holder | $836 | $5,263-84.1% | $4,510-81.5% | $10,132-91.7% |