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 | $45,748 | $86,929-47.4% | $102,423-55.3% | $80,856-43.4% |
| Participation rate | 91.8% | 72.4%+19.4pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 11.14% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,563 | $2,369+50.4% | $3,023+17.9% | $2,755+29.3% |
| Participant deferral / active EE | $2,265 | $4,118-45.0% | $5,053-55.2% | $4,296-47.3% |
| Admin fee / account holder | $3,945 | $8,049-51.0% | $9,451-58.3% | $6,918-43.0% |