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 | $41,503 | $171,164-75.8% | $127,761-67.5% | $152,861-72.8% |
| Participation rate | 77.8% | 83.4%-5.7pp | 79.0%-1.2pp | 82.4%-4.7pp |
| Annual return | 22.91% | 23.54%-0.6pp | 26.14%-3.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $4,870 | $5,447-10.6% | $4,574+6.5% | $4,762+2.3% |
| Participant deferral / active EE | $9,172 | $7,038+30.3% | $6,021+52.3% | $5,850+56.8% |
| Admin fee / account holder | $19,585 | $14,530+34.8% | $9,395+108.5% | $11,596+68.9% |