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 | $44,883 | $93,571-52.0% | $135,903-67.0% | $75,163-40.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 17.78% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,850 | $3,537+8.9% | $4,856-20.7% | $2,670+44.2% |
| Participant deferral / active EE | $7,993 | $6,404+24.8% | $7,758+3.0% | $4,125+93.8% |
| Admin fee / account holder | $7,873 | $6,975+12.9% | $10,762-26.8% | $5,651+39.3% |