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 | $43,866 | $46,869-6.4% | $122,332-64.1% | $70,131-37.5% |
| Participation rate | 92.9% | 58.2%+34.7pp | 71.6%+21.2pp | 69.5%+23.3pp |
| Annual return | 13.97% | 24.22%-10.2pp | 30.27%-16.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $710 | $1,288-44.8% | $4,050-82.5% | $2,342-69.7% |
| Participant deferral / active EE | $2,707 | $2,166+25.0% | $3,287-17.6% | $3,332-18.7% |
| Admin fee / account holder | $921 | $3,322-72.3% | $5,478-83.2% | $4,645-80.2% |