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 | $44,579 | $81,460-45.3% | $103,333-56.9% | $80,856-44.9% |
| Participation rate | 71.7% | 66.8%+4.9pp | 74.5%-2.8pp | 67.6%+4.1pp |
| Annual return | 13.97% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,460 | $3,105-53.0% | $3,868-62.3% | $2,755-47.0% |
| Participant deferral / active EE | $2,359 | $3,869-39.0% | $5,057-53.4% | $4,296-45.1% |
| Admin fee / account holder | $1,488 | $6,566-77.3% | $8,355-82.2% | $6,918-78.5% |