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 | $49,587 | $95,803-48.2% | $113,168-56.2% | $84,808-41.5% |
| Participation rate | 96.5% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.2pp |
| Annual return | 15.35% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,803 | $2,360+18.8% | $2,975-5.8% | $2,631+6.6% |
| Participant deferral / active EE | $7,635 | $4,242+80.0% | $5,107+49.5% | $4,212+81.3% |
| Admin fee / account holder | $14,924 | $8,989+66.0% | $12,068+23.7% | $7,344+103.2% |