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 | $35,350 | $87,841-59.8% | $133,980-73.6% | $62,891-43.8% |
| Participation rate | 98.0% | 83.4%+14.6pp | 87.1%+10.9pp | 69.3%+28.7pp |
| Annual return | 5.70% | 12.05%-6.4pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,621 | $3,483-53.5% | $5,211-68.9% | $2,281-28.9% |
| Participant deferral / active EE | $4,487 | $4,812-6.8% | $6,282-28.6% | $3,203+40.1% |
| Admin fee / account holder | $3,040 | $5,371-43.4% | $9,324-67.4% | $4,296-29.2% |