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 | $37,682 | $51,175-26.4% | $70,515-46.6% | $75,163-49.9% |
| Participation rate | 94.2% | 60.9%+33.3pp | 68.3%+25.9pp | 67.2%+27.0pp |
| Annual return | 19.34% | 30.02%-10.7pp | 32.77%-13.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,083 | $1,826+14.1% | $2,973-30.0% | $2,670-22.0% |
| Participant deferral / active EE | $3,697 | $2,849+29.7% | $4,567-19.0% | $4,125-10.4% |
| Admin fee / account holder | $1,032 | $4,091-74.8% | $6,412-83.9% | $5,651-81.7% |