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 | $46,207 | $72,277-36.1% | $101,248-54.4% | $79,858-42.1% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.6pp |
| Annual return | 12.06% | 22.30%-10.2pp | 46.47%-34.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,734 | $2,692-35.6% | $3,660-52.6% | $2,471-29.8% |
| Participant deferral / active EE | $3,373 | $3,282+2.8% | $4,370-22.8% | $3,740-9.8% |
| Admin fee / account holder | $5,995 | $4,400+36.2% | $5,945+0.8% | $5,306+13.0% |