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 | $45,112 | $153,772-70.7% | $133,980-66.3% | $273,961-83.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 18.15% | 36.51%-18.4pp | 29.30%-11.1pp | 41.45%-23.3pp |
| Employer contribution / active EE | $3,449 | $6,029-42.8% | $5,211-33.8% | $4,869-29.2% |
| Participant deferral / active EE | $10,042 | $6,958+44.3% | $6,282+59.9% | $5,287+89.9% |
| Admin fee / account holder | $888 | $11,765-92.5% | $9,324-90.5% | $10,132-91.2% |