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 | $43,031 | $60,022-28.3% | $88,946-51.6% | $84,808-49.3% |
| Participation rate | 77.8% | 57.8%+19.9pp | 68.8%+8.9pp | 68.3%+9.5pp |
| Annual return | 16.99% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,557 | $1,703+50.2% | $2,555+0.1% | $2,631-2.8% |
| Participant deferral / active EE | $6,387 | $3,114+105.1% | $4,581+39.4% | $4,212+51.6% |
| Admin fee / account holder | $23,451 | $4,811+387.4% | $8,261+183.9% | $7,344+219.3% |