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 | $44,306 | $93,571-52.6% | $135,903-67.4% | $75,163-41.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 20.32% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,558 | $3,537+0.6% | $4,856-26.7% | $2,670+33.3% |
| Participant deferral / active EE | $6,659 | $6,404+4.0% | $7,758-14.2% | $4,125+61.4% |
| Admin fee / account holder | $4,698 | $6,975-32.7% | $10,762-56.3% | $5,651-16.9% |