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 | $43,166 | $86,929-50.3% | $102,423-57.9% | $80,856-46.6% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.6%+27.2pp |
| Annual return | 15.42% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,877 | $2,369-20.8% | $3,023-37.9% | $2,755-31.9% |
| Participant deferral / active EE | $3,259 | $4,118-20.9% | $5,053-35.5% | $4,296-24.1% |
| Admin fee / account holder | $4,501 | $8,049-44.1% | $9,451-52.4% | $6,918-34.9% |