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 | $38,452 | $86,929-55.8% | $102,423-62.5% | $80,856-52.4% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.6%+16.1pp |
| Annual return | 13.43% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,179 | $2,369-8.1% | $3,023-27.9% | $2,755-20.9% |
| Participant deferral / active EE | $3,255 | $4,118-21.0% | $5,053-35.6% | $4,296-24.2% |
| Admin fee / account holder | $4,259 | $8,049-47.1% | $9,451-54.9% | $6,918-38.4% |