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 | $48,910 | $109,881-55.5% | $150,045-67.4% | $84,808-42.3% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 18.94% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,143 | $3,561-11.7% | $4,693-33.0% | $2,631+19.5% |
| Participant deferral / active EE | $6,806 | $6,636+2.6% | $7,997-14.9% | $4,212+61.6% |
| Admin fee / account holder | $12,225 | $8,568+42.7% | $13,435-9.0% | $7,344+66.5% |