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 | $48,624 | $109,413-55.6% | $156,263-68.9% | $84,808-42.7% |
| Participation rate | 90.9% | 72.7%+18.2pp | 78.9%+12.0pp | 68.3%+22.6pp |
| Annual return | 16.26% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,683 | $2,907+26.7% | $4,333-15.0% | $2,631+40.0% |
| Participant deferral / active EE | $5,618 | $4,590+22.4% | $6,158-8.8% | $4,212+33.4% |
| Admin fee / account holder | $3,746 | $9,357-60.0% | $14,255-73.7% | $7,344-49.0% |