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 | $47,914 | $48,230-0.7% | $67,502-29.0% | $80,856-40.7% |
| Participation rate | 71.1% | 66.4%+4.7pp | 72.9%-1.8pp | 67.6%+3.5pp |
| Annual return | 12.96% | 18.28%-5.3pp | 3512.12%-3499.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,414 | $2,020-30.0% | $2,731-48.2% | $2,755-48.7% |
| Participant deferral / active EE | $2,425 | $2,924-17.0% | $4,000-39.4% | $4,296-43.5% |
| Admin fee / account holder | $6,365 | $3,681+72.9% | $3,998+59.2% | $6,918-8.0% |