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 | $54,052 | $46,553+16.1% | $64,056-15.6% | $75,163-28.1% |
| Participation rate | 75.4% | 65.9%+9.4pp | 72.3%+3.1pp | 67.2%+8.2pp |
| Annual return | 11.77% | 26.03%-14.3pp | 33.69%-21.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,507 | $1,974-23.7% | $2,747-45.1% | $2,670-43.6% |
| Participant deferral / active EE | $3,070 | $2,837+8.2% | $3,880-20.9% | $4,125-25.6% |
| Admin fee / account holder | $4,777 | $2,952+61.8% | $3,068+55.7% | $5,651-15.5% |