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 | $44,165 | $87,013-49.2% | $106,213-58.4% | $80,856-45.4% |
| Participation rate | 93.9% | 70.4%+23.4pp | 75.3%+18.6pp | 67.6%+26.2pp |
| Annual return | 14.04% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,762 | $2,395-26.5% | $3,171-44.5% | $2,755-36.1% |
| Participant deferral / active EE | $3,233 | $3,986-18.9% | $5,016-35.5% | $4,296-24.7% |
| Admin fee / account holder | $6,723 | $8,431-20.3% | $11,033-39.1% | $6,918-2.8% |