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 | $45,433 | $46,869-3.1% | $122,332-62.9% | $70,131-35.2% |
| Participation rate | 77.8% | 58.2%+19.6pp | 71.6%+6.1pp | 69.5%+8.2pp |
| Annual return | 16.55% | 24.22%-7.7pp | 30.27%-13.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,908 | $1,288+48.2% | $4,050-52.9% | $2,342-18.5% |
| Participant deferral / active EE | $4,834 | $2,166+123.1% | $3,287+47.1% | $3,332+45.1% |
| Admin fee / account holder | $4,797 | $3,322+44.4% | $5,478-12.4% | $4,645+3.3% |