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 | $40,546 | $81,460-50.2% | $103,333-60.8% | $80,856-49.9% |
| Participation rate | 83.0% | 66.8%+16.1pp | 74.5%+8.4pp | 67.6%+15.3pp |
| Annual return | 11.61% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $929 | $3,105-70.1% | $3,868-76.0% | $2,755-66.3% |
| Participant deferral / active EE | $4,496 | $3,869+16.2% | $5,057-11.1% | $4,296+4.7% |
| Admin fee / account holder | $1,669 | $6,566-74.6% | $8,355-80.0% | $6,918-75.9% |