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 | $43,599 | $84,556-48.4% | $116,228-62.5% | $74,304-41.3% |
| Participation rate | 75.0% | 66.0%+9.0pp | 74.6%+0.4pp | 60.3%+14.7pp |
| Annual return | 17.55% | 18.35%-0.8pp | 90.06%-72.5pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,159 | $2,168-46.5% | $2,994-61.3% | $2,241-48.3% |
| Participant deferral / active EE | $4,037 | $3,814+5.8% | $4,953-18.5% | $3,767+7.2% |
| Admin fee / account holder | $7,661 | $3,792+102.0% | $11,989-36.1% | $2,969+158.0% |