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 | $51,647 | $70,475-26.7% | $100,516-48.6% | $79,858-35.3% |
| Participation rate | 72.0% | 73.7%-1.7pp | 79.4%-7.4pp | 69.6%+2.4pp |
| Annual return | 16.36% | 21.90%-5.5pp | 30.89%-14.5pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,765 | $2,165+27.7% | $3,418-19.1% | $2,471+11.9% |
| Participant deferral / active EE | $4,828 | $5,181-6.8% | $6,270-23.0% | $3,740+29.1% |
| Admin fee / account holder | $6,448 | $4,478+44.0% | $8,081-20.2% | $5,306+21.5% |