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 | $47,673 | $93,571-49.1% | $135,903-64.9% | $75,163-36.6% |
| Participation rate | 72.5% | 75.2%-2.7pp | 81.9%-9.4pp | 67.2%+5.3pp |
| Annual return | 28.50% | 30.90%-2.4pp | 68.23%-39.7pp | 160.62%-132.1pp |
| Employer contribution / active EE | $2,969 | $3,537-16.1% | $4,856-38.9% | $2,670+11.2% |
| Participant deferral / active EE | $6,749 | $6,404+5.4% | $7,758-13.0% | $4,125+63.6% |
| Admin fee / account holder | $942 | $6,975-86.5% | $10,762-91.2% | $5,651-83.3% |