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 | $43,889 | $56,897-22.9% | $84,750-48.2% | $62,891-30.2% |
| Participation rate | 89.3% | 68.5%+20.7pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | 7.90% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,941 | $2,400-19.1% | $3,574-45.7% | $2,281-14.9% |
| Participant deferral / active EE | $5,245 | $2,709+93.6% | $3,712+41.3% | $3,203+63.8% |
| Admin fee / account holder | $2,482 | $3,581-30.7% | $5,332-53.5% | $4,296-42.2% |