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 | $50,136 | $109,413-54.2% | $156,263-67.9% | $84,808-40.9% |
| Participation rate | 95.9% | 72.7%+23.2pp | 78.9%+17.0pp | 68.3%+27.6pp |
| Annual return | 17.48% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,015 | $2,907+3.7% | $4,333-30.4% | $2,631+14.6% |
| Participant deferral / active EE | $5,504 | $4,590+19.9% | $6,158-10.6% | $4,212+30.7% |
| Admin fee / account holder | $1,494 | $9,357-84.0% | $14,255-89.5% | $7,344-79.7% |