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 | $48,076 | $95,803-49.8% | $113,168-57.5% | $84,808-43.3% |
| Participation rate | 78.8% | 72.9%+6.0pp | 76.6%+2.3pp | 68.3%+10.5pp |
| Annual return | 14.72% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,052 | $2,360+29.3% | $2,975+2.6% | $2,631+16.0% |
| Participant deferral / active EE | $4,054 | $4,242-4.4% | $5,107-20.6% | $4,212-3.7% |
| Admin fee / account holder | $6,131 | $8,989-31.8% | $12,068-49.2% | $7,344-16.5% |