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 3-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 | $46,468 | $80,717-42.4% | $154,803-70.0% | $84,808-45.2% |
| Participation rate | 72.3% | 66.8%+5.5pp | 78.1%-5.7pp | 68.3%+4.0pp |
| Annual return | 27.99% | 37.96%-10.0pp | 58.88%-30.9pp | 40.90%-12.9pp |
| Employer contribution / active EE | $3,845 | $2,761+39.2% | $4,305-10.7% | $2,631+46.1% |
| Participant deferral / active EE | $6,458 | $3,303+95.5% | $5,540+16.6% | $4,212+53.3% |
| Admin fee / account holder | $1,514 | $6,746-77.6% | $14,329-89.4% | $7,344-79.4% |