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 8-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 | $47,301 | $109,881-57.0% | $150,045-68.5% | $84,808-44.2% |
| Participation rate | 75.7% | 76.1%-0.4pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 21.62% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,001 | $3,561-15.7% | $4,693-36.1% | $2,631+14.1% |
| Participant deferral / active EE | $5,374 | $6,636-19.0% | $7,997-32.8% | $4,212+27.6% |
| Admin fee / account holder | $3,776 | $8,568-55.9% | $13,435-71.9% | $7,344-48.6% |