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 | $39,077 | $58,512-33.2% | $84,015-53.5% | $72,985-46.5% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.0%+15.0pp | 69.5%+14.5pp |
| Annual return | 24.48% | 28.93%-4.5pp | 71.31%-46.8pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,381 | $1,163+18.7% | $1,983-30.4% | $2,440-43.4% |
| Participant deferral / active EE | $3,974 | $2,394+66.0% | $3,239+22.7% | $3,607+10.2% |
| Admin fee / account holder | $5,505 | $4,569+20.5% | $6,101-9.8% | $5,124+7.4% |