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 | $57,450 | $84,233-31.8% | $170,442-66.3% | $70,131-18.1% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 15.10% | 23.06%-8.0pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,964 | $3,387-42.0% | $5,433-63.8% | $2,342-16.1% |
| Participant deferral / active EE | $4,856 | $3,086+57.4% | $4,939-1.7% | $3,332+45.7% |
| Admin fee / account holder | $1,865 | $5,698-67.3% | $13,880-86.6% | $4,645-59.8% |