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 | $42,077 | $83,477-49.6% | $125,175-66.4% | $72,985-42.3% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.5%+28.4pp |
| Annual return | 22.97% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,055 | $2,345-12.4% | $3,865-46.8% | $2,440-15.8% |
| Participant deferral / active EE | $3,699 | $3,585+3.2% | $4,937-25.1% | $3,607+2.6% |
| Admin fee / account holder | $7,493 | $5,517+35.8% | $9,702-22.8% | $5,124+46.2% |