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 | $49,218 | $93,571-47.4% | $135,903-63.8% | $75,163-34.5% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 20.41% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,797 | $3,537+63.9% | $4,856+19.4% | $2,670+117.1% |
| Participant deferral / active EE | $9,559 | $6,404+49.3% | $7,758+23.2% | $4,125+131.7% |
| Admin fee / account holder | $5,798 | $6,975-16.9% | $10,762-46.1% | $5,651+2.6% |