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 | $44,485 | $54,541-18.4% | $78,778-43.5% | $70,131-36.6% |
| Participation rate | 83.3% | 60.8%+22.5pp | 69.2%+14.1pp | 69.5%+13.8pp |
| Annual return | 14.43% | 21.07%-6.6pp | 35.62%-21.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,077 | $1,089-1.0% | $1,986-45.7% | $2,342-54.0% |
| Participant deferral / active EE | $4,714 | $2,210+113.3% | $2,958+59.4% | $3,332+41.5% |
| Admin fee / account holder | $6,114 | $3,709+64.9% | $5,134+19.1% | $4,645+31.6% |