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 | $45,345 | $77,503-41.5% | $100,391-54.8% | $80,856-43.9% |
| Participation rate | 80.9% | 76.9%+3.9pp | 81.5%-0.6pp | 67.6%+13.2pp |
| Annual return | 12.49% | 37.20%-24.7pp | 49.20%-36.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $606 | $2,801-78.4% | $3,942-84.6% | $2,755-78.0% |
| Participant deferral / active EE | $5,219 | $6,820-23.5% | $8,082-35.4% | $4,296+21.5% |
| Admin fee / account holder | $608 | $5,897-89.7% | $7,899-92.3% | $6,918-91.2% |