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 | $38,458 | $93,571-58.9% | $135,903-71.7% | $75,163-48.8% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 21.27% | 30.90%-9.6pp | 68.23%-47.0pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,365 | $3,537-33.1% | $4,856-51.3% | $2,670-11.4% |
| Participant deferral / active EE | $5,452 | $6,404-14.9% | $7,758-29.7% | $4,125+32.2% |
| Admin fee / account holder | $1,548 | $6,975-77.8% | $10,762-85.6% | $5,651-72.6% |