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 | $50,834 | $127,065-60.0% | $113,168-55.1% | $142,382-64.3% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 17.84% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,935 | $3,442-14.7% | $2,975-1.3% | $4,299-31.7% |
| Participant deferral / active EE | $7,577 | $5,716+32.5% | $5,107+48.4% | $6,507+16.4% |
| Admin fee / account holder | $15,959 | $15,736+1.4% | $12,068+32.2% | $12,624+26.4% |