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 | $44,278 | $101,724-56.5% | $164,813-73.1% | $80,856-45.2% |
| Participation rate | 90.2% | 71.8%+18.3pp | 78.6%+11.6pp | 67.6%+22.5pp |
| Annual return | 14.53% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,764 | $2,953-40.3% | $4,341-59.4% | $2,755-36.0% |
| Participant deferral / active EE | $4,992 | $4,477+11.5% | $6,031-17.2% | $4,296+16.2% |
| Admin fee / account holder | $2,308 | $8,227-71.9% | $12,690-81.8% | $6,918-66.6% |