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 | $53,967 | $109,881-50.9% | $150,045-64.0% | $84,808-36.4% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 19.04% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,087 | $3,561-13.3% | $4,693-34.2% | $2,631+17.3% |
| Participant deferral / active EE | $4,914 | $6,636-25.9% | $7,997-38.6% | $4,212+16.7% |
| Admin fee / account holder | $4,230 | $8,568-50.6% | $13,435-68.5% | $7,344-42.4% |