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 | $48,342 | $54,762-11.7% | $90,281-46.5% | $72,985-33.8% |
| Participation rate | 94.3% | 65.1%+29.1pp | 73.3%+21.0pp | 69.5%+24.8pp |
| Annual return | 18.83% | 30.63%-11.8pp | 78.10%-59.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,214 | $2,092+5.8% | $2,854-22.4% | $2,440-9.2% |
| Participant deferral / active EE | $4,609 | $2,887+59.7% | $3,885+18.6% | $3,607+27.8% |
| Admin fee / account holder | $1,832 | $3,972-53.9% | $5,351-65.8% | $5,124-64.2% |