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 | $39,596 | $65,365-39.4% | $92,893-57.4% | $72,985-45.7% |
| Participation rate | 75.6% | 68.3%+7.3pp | 76.0%-0.4pp | 69.5%+6.1pp |
| Annual return | 22.22% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,621 | $2,594-37.5% | $3,653-55.6% | $2,440-33.5% |
| Participant deferral / active EE | $5,821 | $3,128+86.1% | $4,236+37.4% | $3,607+61.4% |
| Admin fee / account holder | $2,773 | $4,251-34.8% | $5,794-52.1% | $5,124-45.9% |