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 | $50,528 | $95,803-47.3% | $113,168-55.4% | $84,808-40.4% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 12.55% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,986 | $2,360-15.8% | $2,975-33.2% | $2,631-24.5% |
| Participant deferral / active EE | $7,174 | $4,242+69.1% | $5,107+40.5% | $4,212+70.3% |
| Admin fee / account holder | $10,490 | $8,989+16.7% | $12,068-13.1% | $7,344+42.8% |