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 7-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 | $48,445 | $109,413-55.7% | $156,263-69.0% | $84,808-42.9% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 13.02% | 20.18%-7.2pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,685 | $2,907-7.7% | $4,333-38.0% | $2,631+2.0% |
| Participant deferral / active EE | $5,417 | $4,590+18.0% | $6,158-12.0% | $4,212+28.6% |
| Admin fee / account holder | $7,717 | $9,357-17.5% | $14,255-45.9% | $7,344+5.1% |