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 | $54,039 | $81,460-33.7% | $103,333-47.7% | $80,856-33.2% |
| Participation rate | 89.7% | 66.8%+22.9pp | 74.5%+15.2pp | 67.6%+22.1pp |
| Annual return | 12.49% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $6,032 | $3,105+94.2% | $3,868+55.9% | $2,755+118.9% |
| Participant deferral / active EE | $2,523 | $3,869-34.8% | $5,057-50.1% | $4,296-41.3% |
| Admin fee / account holder | $2,807 | $6,566-57.2% | $8,355-66.4% | $6,918-59.4% |