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 6-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 | $45,862 | $148,978-69.2% | $200,582-77.1% | $84,808-45.9% |
| Participation rate | 75.9% | 84.2%-8.4pp | 86.9%-11.0pp | 68.3%+7.6pp |
| Annual return | 15.81% | 28.16%-12.4pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,790 | $4,815-62.8% | $6,419-72.1% | $2,631-32.0% |
| Participant deferral / active EE | $4,701 | $7,142-34.2% | $9,331-49.6% | $4,212+11.6% |
| Admin fee / account holder | $3,457 | $13,977-75.3% | $16,305-78.8% | $7,344-52.9% |