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 | $43,023 | $58,512-26.5% | $84,015-48.8% | $72,985-41.1% |
| Participation rate | 75.8% | 61.2%+14.5pp | 69.0%+6.7pp | 69.5%+6.3pp |
| Annual return | 21.71% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,101 | $1,163+80.7% | $1,983+5.9% | $2,440-13.9% |
| Participant deferral / active EE | $2,660 | $2,394+11.1% | $3,239-17.9% | $3,607-26.3% |
| Admin fee / account holder | $1,051 | $4,569-77.0% | $6,101-82.8% | $5,124-79.5% |