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 | $47,700 | $109,359-56.4% | $162,163-70.6% | $72,985-34.6% |
| Participation rate | 85.4% | 84.3%+1.2pp | 87.6%-2.1pp | 69.5%+15.9pp |
| Annual return | 22.20% | 25.46%-3.3pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,628 | $3,907-58.3% | $5,614-71.0% | $2,440-33.3% |
| Participant deferral / active EE | $5,135 | $5,481-6.3% | $7,298-29.6% | $3,607+42.4% |
| Admin fee / account holder | $405 | $7,972-94.9% | $10,843-96.3% | $5,124-92.1% |