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 | $51,025 | $80,717-36.8% | $154,803-67.0% | $84,808-39.8% |
| Participation rate | 85.4% | 66.8%+18.6pp | 78.1%+7.3pp | 68.3%+17.1pp |
| Annual return | 13.81% | 37.96%-24.1pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,276 | $2,761-53.8% | $4,305-70.4% | $2,631-51.5% |
| Participant deferral / active EE | $3,127 | $3,303-5.3% | $5,540-43.6% | $4,212-25.8% |
| Admin fee / account holder | $1,239 | $6,746-81.6% | $14,329-91.4% | $7,344-83.1% |