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 | $49,463 | $84,233-41.3% | $170,442-71.0% | $70,131-29.5% |
| Participation rate | 70.2% | 70.8%-0.7pp | 83.6%-13.4pp | 69.5%+0.6pp |
| Annual return | 15.49% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,264 | $3,387-33.1% | $5,433-58.3% | $2,342-3.3% |
| Participant deferral / active EE | $4,429 | $3,086+43.5% | $4,939-10.3% | $3,332+32.9% |
| Admin fee / account holder | $6,518 | $5,698+14.4% | $13,880-53.0% | $4,645+40.3% |