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 | $48,605 | $109,413-55.6% | $156,263-68.9% | $84,808-42.7% |
| Participation rate | 75.4% | 72.7%+2.7pp | 78.9%-3.5pp | 68.3%+7.1pp |
| Annual return | 14.84% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,326 | $2,907-20.0% | $4,333-46.3% | $2,631-11.6% |
| Participant deferral / active EE | $3,485 | $4,590-24.1% | $6,158-43.4% | $4,212-17.3% |
| Admin fee / account holder | $11,499 | $9,357+22.9% | $14,255-19.3% | $7,344+56.6% |