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 | $47,949 | $65,365-26.6% | $92,893-48.4% | $72,985-34.3% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 21.41% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,479 | $2,594-43.0% | $3,653-59.5% | $2,440-39.4% |
| Participant deferral / active EE | $3,096 | $3,128-1.0% | $4,236-26.9% | $3,607-14.2% |
| Admin fee / account holder | $2,235 | $4,251-47.4% | $5,794-61.4% | $5,124-56.4% |