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 | $46,445 | $86,929-46.6% | $102,423-54.7% | $80,856-42.6% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 18.36% | 18.88%-0.5pp | 29.32%-11.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,200 | $2,369-49.4% | $3,023-60.3% | $2,755-56.4% |
| Participant deferral / active EE | $6,842 | $4,118+66.1% | $5,053+35.4% | $4,296+59.3% |
| Admin fee / account holder | $1,770 | $8,049-78.0% | $9,451-81.3% | $6,918-74.4% |