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 | $55,047 | $109,881-49.9% | $150,045-63.3% | $84,808-35.1% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 23.83% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,102 | $3,561-41.0% | $4,693-55.2% | $2,631-20.1% |
| Participant deferral / active EE | $3,926 | $6,636-40.8% | $7,997-50.9% | $4,212-6.8% |
| Admin fee / account holder | $6,437 | $8,568-24.9% | $13,435-52.1% | $7,344-12.3% |