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 | $44,084 | $72,277-39.0% | $101,248-56.5% | $79,858-44.8% |
| Participation rate | 74.7% | 68.5%+6.3pp | 75.8%-1.1pp | 69.6%+5.1pp |
| Annual return | 15.30% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,148 | $2,692-57.4% | $3,660-68.6% | $2,471-53.5% |
| Participant deferral / active EE | $4,500 | $3,282+37.1% | $4,370+3.0% | $3,740+20.3% |
| Admin fee / account holder | $2,536 | $4,400-42.4% | $5,945-57.3% | $5,306-52.2% |