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 | $50,989 | $81,248-37.2% | $155,509-67.2% | $80,856-36.9% |
| Participation rate | 89.1% | 66.2%+22.9pp | 78.2%+10.9pp | 67.6%+21.5pp |
| Annual return | 11.17% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,459 | $3,100-20.7% | $4,672-47.4% | $2,755-10.8% |
| Participant deferral / active EE | $4,404 | $3,452+27.6% | $5,626-21.7% | $4,296+2.5% |
| Admin fee / account holder | $2,795 | $7,997-65.1% | $15,912-82.4% | $6,918-59.6% |