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 | $48,939 | $86,929-43.7% | $102,423-52.2% | $80,856-39.5% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.6%+16.7pp |
| Annual return | 19.64% | 18.88%+0.8pp | 29.32%-9.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,412 | $2,369+1.8% | $3,023-20.2% | $2,755-12.4% |
| Participant deferral / active EE | $3,619 | $4,118-12.1% | $5,053-28.4% | $4,296-15.8% |
| Admin fee / account holder | $23,822 | $8,049+196.0% | $9,451+152.1% | $6,918+244.3% |