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 | $44,727 | $81,248-45.0% | $155,509-71.2% | $80,856-44.7% |
| Participation rate | 72.2% | 66.2%+5.9pp | 78.2%-6.0pp | 67.6%+4.5pp |
| Annual return | 17.74% | 33.31%-15.6pp | 64.67%-46.9pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,886 | $3,100-39.2% | $4,672-59.6% | $2,755-31.5% |
| Participant deferral / active EE | $4,149 | $3,452+20.2% | $5,626-26.3% | $4,296-3.4% |
| Admin fee / account holder | $6,656 | $7,997-16.8% | $15,912-58.2% | $6,918-3.8% |