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 | $48,895 | $72,492-32.6% | $87,100-43.9% | $72,985-33.0% |
| Participation rate | 83.6% | 72.8%+10.8pp | 76.9%+6.7pp | 69.5%+14.1pp |
| Annual return | 21.06% | 24.46%-3.4pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,699 | $1,894-10.3% | $2,521-32.6% | $2,440-30.4% |
| Participant deferral / active EE | $3,757 | $3,270+14.9% | $4,049-7.2% | $3,607+4.1% |
| Admin fee / account holder | $2,305 | $5,055-54.4% | $7,497-69.3% | $5,124-55.0% |