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 | $45,198 | $59,101-23.5% | $77,163-41.4% | $75,163-39.9% |
| Participation rate | 72.7% | 63.9%+8.9pp | 69.6%+3.2pp | 67.2%+5.5pp |
| Annual return | 30.10% | 26.71%+3.4pp | 37.87%-7.8pp | 160.62%-130.5pp |
| Employer contribution / active EE | $1,964 | $1,995-1.6% | $2,535-22.5% | $2,670-26.4% |
| Participant deferral / active EE | $3,464 | $2,999+15.5% | $3,833-9.6% | $4,125-16.0% |
| Admin fee / account holder | $5,748 | $4,774+20.4% | $5,472+5.0% | $5,651+1.7% |