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 | $42,294 | $93,571-54.8% | $135,903-68.9% | $75,163-43.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 31.81% | 30.90%+0.9pp | 68.23%-36.4pp | 160.62%-128.8pp |
| Employer contribution / active EE | $3,998 | $3,537+13.1% | $4,856-17.7% | $2,670+49.8% |
| Participant deferral / active EE | $7,505 | $6,404+17.2% | $7,758-3.3% | $4,125+81.9% |
| Admin fee / account holder | $4,857 | $6,975-30.4% | $10,762-54.9% | $5,651-14.0% |