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 | $48,377 | $80,673-40.0% | $101,326-52.3% | $84,808-43.0% |
| Participation rate | 90.4% | 77.8%+12.6pp | 81.5%+8.9pp | 68.3%+22.1pp |
| Annual return | 16.59% | 38.95%-22.4pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,981 | $2,698+84.6% | $3,665+35.9% | $2,631+89.3% |
| Participant deferral / active EE | $6,015 | $6,840-12.1% | $7,994-24.8% | $4,212+42.8% |
| Admin fee / account holder | $10,559 | $12,784-17.4% | $11,185-5.6% | $7,344+43.8% |