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 | $44,792 | $70,250-36.2% | $386,318-88.4% | $116,875-61.7% |
| Participation rate | 79.5% | 68.3%+11.3pp | 67.7%+11.8pp | 74.5%+5.0pp |
| Annual return | 19.51% | 17.57%+1.9pp | -2.64%+22.2pp | 16.29%+3.2pp |
| Employer contribution / active EE | $1,303 | $2,512-48.1% | $4,025-67.6% | $3,288-60.4% |
| Participant deferral / active EE | $4,314 | $3,180+35.7% | $3,524+22.4% | $3,885+11.0% |
| Admin fee / account holder | $5,792 | $7,267-20.3% | $16,179-64.2% | $12,263-52.8% |