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 | $44,685 | $91,407-51.1% | $135,903-67.1% | $71,457-37.5% |
| Participation rate | 93.4% | 75.7%+17.7pp | 81.9%+11.5pp | 67.9%+25.5pp |
| Annual return | 26.45% | 29.90%-3.4pp | 68.23%-41.8pp | 28.85%-2.4pp |
| Employer contribution / active EE | $3,235 | $3,703-12.7% | $4,856-33.4% | $2,588+25.0% |
| Participant deferral / active EE | $7,750 | $7,092+9.3% | $7,758-0.1% | $4,289+80.7% |
| Admin fee / account holder | $2,060 | $1,266+62.7% | $10,762-80.9% | $1,587+29.8% |