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 | $51,380 | $123,793-58.5% | $177,821-71.1% | $79,858-35.7% |
| Participation rate | 87.2% | 84.7%+2.6pp | 87.7%-0.5pp | 69.6%+17.6pp |
| Annual return | 15.69% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,377 | $4,095-17.5% | $5,918-42.9% | $2,471+36.7% |
| Participant deferral / active EE | $3,777 | $5,956-36.6% | $7,714-51.0% | $3,740+1.0% |
| Admin fee / account holder | $2,016 | $7,243-72.2% | $12,427-83.8% | $5,306-62.0% |