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 | $45,284 | $163,101-72.2% | $136,749-66.9% | $142,382-68.2% |
| Participation rate | 77.3% | 78.2%-1.0pp | 72.1%+5.1pp | 80.1%-2.8pp |
| Annual return | 17.22% | 27.54%-10.3pp | 24.33%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,465 | $4,117-64.4% | $3,400-56.9% | $4,299-65.9% |
| Participant deferral / active EE | $6,280 | $5,585+12.4% | $4,692+33.8% | $6,507-3.5% |
| Admin fee / account holder | $12,365 | $14,318-13.6% | $11,386+8.6% | $12,624-2.0% |