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 | $46,329 | $104,251-55.6% | $91,001-49.1% | $147,584-68.6% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 16.45% | 27.06%-10.6pp | 4.60%+11.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,926 | $3,116-38.2% | $2,456-21.6% | $4,876-60.5% |
| Participant deferral / active EE | $5,358 | $4,195+27.7% | $3,547+51.0% | $5,439-1.5% |
| Admin fee / account holder | $644 | $8,948-92.8% | $5,417-88.1% | $10,885-94.1% |