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 | $46,259 | $81,460-43.2% | $103,333-55.2% | $80,856-42.8% |
| Participation rate | 88.1% | 66.8%+21.2pp | 74.5%+13.6pp | 67.6%+20.5pp |
| Annual return | 11.11% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,504 | $3,105+45.0% | $3,868+16.4% | $2,755+63.5% |
| Participant deferral / active EE | $8,338 | $3,869+115.5% | $5,057+64.9% | $4,296+94.1% |
| Admin fee / account holder | $5,851 | $6,566-10.9% | $8,355-30.0% | $6,918-15.4% |