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 | $46,893 | $80,717-41.9% | $154,803-69.7% | $84,808-44.7% |
| Participation rate | 74.1% | 66.8%+7.3pp | 78.1%-3.9pp | 68.3%+5.8pp |
| Annual return | 17.67% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,024 | $2,761-26.7% | $4,305-53.0% | $2,631-23.1% |
| Participant deferral / active EE | $3,753 | $3,303+13.6% | $5,540-32.3% | $4,212-10.9% |
| Admin fee / account holder | $1,640 | $6,746-75.7% | $14,329-88.6% | $7,344-77.7% |