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 | $48,376 | $67,411-28.2% | $91,001-46.8% | $70,131-31.0% |
| Participation rate | 90.7% | 71.4%+19.3pp | 75.6%+15.1pp | 69.5%+21.2pp |
| Annual return | 19.06% | -40.16%+59.2pp | 4.60%+14.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,329 | $1,786+30.4% | $2,456-5.1% | $2,342-0.6% |
| Participant deferral / active EE | $2,183 | $2,823-22.7% | $3,547-38.5% | $3,332-34.5% |
| Admin fee / account holder | $3,502 | $4,236-17.3% | $5,417-35.3% | $4,645-24.6% |