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 | $53,764 | $45,073+19.3% | $69,455-22.6% | $72,985-26.3% |
| Participation rate | 81.5% | 68.5%+13.0pp | 74.6%+6.9pp | 69.5%+12.0pp |
| Annual return | 33.36% | 22.65%+10.7pp | 28.97%+4.4pp | 81.00%-47.6pp |
| Employer contribution / active EE | $2,657 | $2,054+29.4% | $2,779-4.4% | $2,440+8.9% |
| Participant deferral / active EE | $6,068 | $2,602+133.2% | $3,535+71.6% | $3,607+68.2% |
| Admin fee / account holder | $2,433 | $3,056-20.4% | $3,839-36.6% | $5,124-52.5% |