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 | $42,998 | $81,460-47.2% | $103,333-58.4% | $80,856-46.8% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.6%+28.8pp |
| Annual return | 17.95% | 25.55%-7.6pp | 24.88%-6.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,851 | $3,105-8.2% | $3,868-26.3% | $2,755+3.5% |
| Participant deferral / active EE | $8,731 | $3,869+125.7% | $5,057+72.6% | $4,296+103.2% |
| Admin fee / account holder | $1,028 | $6,566-84.3% | $8,355-87.7% | $6,918-85.1% |