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 | $44,922 | $165,335-72.8% | $149,696-70.0% | $158,922-71.7% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 19.56% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,094 | $5,103-59.0% | $4,644-54.9% | $4,761-56.0% |
| Participant deferral / active EE | $5,400 | $7,181-24.8% | $6,842-21.1% | $5,982-9.7% |
| Admin fee / account holder | $2,392 | $10,807-77.9% | $9,309-74.3% | $11,246-78.7% |