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 | $39,985 | $53,777-25.6% | $134,143-70.2% | $79,858-49.9% |
| Participation rate | 70.4% | 58.8%+11.6pp | 72.2%-1.8pp | 69.6%+0.7pp |
| Annual return | 17.58% | 19.01%-1.4pp | 36.33%-18.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,211 | $1,321-8.3% | $3,704-67.3% | $2,471-51.0% |
| Participant deferral / active EE | $3,875 | $2,420+60.1% | $3,499+10.8% | $3,740+3.6% |
| Admin fee / account holder | $2,404 | $3,984-39.7% | $6,684-64.0% | $5,306-54.7% |