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 | $45,339 | $60,022-24.5% | $88,946-49.0% | $84,808-46.5% |
| Participation rate | 96.7% | 57.8%+38.8pp | 68.8%+27.8pp | 68.3%+28.4pp |
| Annual return | 19.38% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,121 | $1,703+24.6% | $2,555-17.0% | $2,631-19.4% |
| Participant deferral / active EE | $3,515 | $3,114+12.9% | $4,581-23.3% | $4,212-16.5% |
| Admin fee / account holder | $1,143 | $4,811-76.3% | $8,261-86.2% | $7,344-84.4% |