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 | $40,419 | $70,475-42.6% | $100,516-59.8% | $79,858-49.4% |
| Participation rate | 75.0% | 73.7%+1.3pp | 79.4%-4.4pp | 69.6%+5.4pp |
| Annual return | 15.51% | 21.90%-6.4pp | 30.89%-15.4pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,041 | $2,165+40.5% | $3,418-11.0% | $2,471+23.1% |
| Participant deferral / active EE | $5,305 | $5,181+2.4% | $6,270-15.4% | $3,740+41.8% |
| Admin fee / account holder | $4,664 | $4,478+4.1% | $8,081-42.3% | $5,306-12.1% |