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 | $43,954 | $81,248-45.9% | $155,509-71.7% | $80,856-45.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 11.66% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,956 | $3,100-36.9% | $4,672-58.1% | $2,755-29.0% |
| Participant deferral / active EE | $3,372 | $3,452-2.3% | $5,626-40.1% | $4,296-21.5% |
| Admin fee / account holder | $1,743 | $7,997-78.2% | $15,912-89.0% | $6,918-74.8% |