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 | $47,942 | $45,035+6.5% | $62,995-23.9% | $70,131-31.6% |
| Participation rate | 91.1% | 69.5%+21.6pp | 74.8%+16.3pp | 69.5%+21.6pp |
| Annual return | 16.34% | 18.76%-2.4pp | 87.57%-71.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $483 | $2,051-76.4% | $2,759-82.5% | $2,342-79.4% |
| Participant deferral / active EE | $3,161 | $2,465+28.3% | $3,329-5.1% | $3,332-5.1% |
| Admin fee / account holder | $504 | $2,834-82.2% | $3,600-86.0% | $4,645-89.1% |