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 | $45,253 | $93,571-51.6% | $135,903-66.7% | $75,163-39.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 15.26% | 30.90%-15.6pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,475 | $3,537-30.0% | $4,856-49.0% | $2,670-7.3% |
| Participant deferral / active EE | $3,095 | $6,404-51.7% | $7,758-60.1% | $4,125-25.0% |
| Admin fee / account holder | $6,542 | $6,975-6.2% | $10,762-39.2% | $5,651+15.8% |