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 | $48,534 | $109,413-55.6% | $156,263-68.9% | $84,808-42.8% |
| Participation rate | 81.3% | 72.7%+8.6pp | 78.9%+2.3pp | 68.3%+12.9pp |
| Annual return | 12.58% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $5,577 | $2,907+91.8% | $4,333+28.7% | $2,631+112.0% |
| Participant deferral / active EE | $2,833 | $4,590-38.3% | $6,158-54.0% | $4,212-32.7% |
| Admin fee / account holder | $1,364 | $9,357-85.4% | $14,255-90.4% | $7,344-81.4% |