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 | $44,711 | $60,022-25.5% | $88,946-49.7% | $84,808-47.3% |
| Participation rate | 97.4% | 57.8%+39.5pp | 68.8%+28.5pp | 68.3%+29.1pp |
| Annual return | 15.07% | 22.43%-7.4pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,893 | $1,703+69.9% | $2,555+13.2% | $2,631+10.0% |
| Participant deferral / active EE | $5,484 | $3,114+76.1% | $4,581+19.7% | $4,212+30.2% |
| Admin fee / account holder | $2,345 | $4,811-51.3% | $8,261-71.6% | $7,344-68.1% |