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 | $45,735 | $101,724-55.0% | $164,813-72.3% | $80,856-43.4% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.6%+5.7pp |
| Annual return | 11.87% | 16.72%-4.8pp | 69.93%-58.1pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,952 | $2,9530% | $4,341-32.0% | $2,755+7.2% |
| Participant deferral / active EE | $5,953 | $4,477+33.0% | $6,031-1.3% | $4,296+38.6% |
| Admin fee / account holder | $4,135 | $8,227-49.7% | $12,690-67.4% | $6,918-40.2% |