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 | $48,108 | $45,035+6.8% | $62,995-23.6% | $70,131-31.4% |
| Participation rate | 96.7% | 69.5%+27.1pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 24.57% | 18.76%+5.8pp | 87.57%-63.0pp | 73.14%-48.6pp |
| Employer contribution / active EE | $2,433 | $2,051+18.6% | $2,759-11.8% | $2,342+3.9% |
| Participant deferral / active EE | $7,625 | $2,465+209.4% | $3,329+129.0% | $3,332+128.9% |
| Admin fee / account holder | $1,496 | $2,834-47.2% | $3,600-58.5% | $4,645-67.8% |