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 | $42,723 | $71,050-39.9% | $93,606-54.4% | $80,856-47.2% |
| Participation rate | 73.2% | 60.4%+12.8pp | 68.7%+4.5pp | 67.6%+5.6pp |
| Annual return | 13.74% | 11.26%+2.5pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,721 | $1,564+10.1% | $2,420-28.9% | $2,755-37.5% |
| Participant deferral / active EE | $2,796 | $4,034-30.7% | $4,411-36.6% | $4,296-34.9% |
| Admin fee / account holder | $1,786 | $6,945-74.3% | $8,285-78.4% | $6,918-74.2% |