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 | $51,688 | $109,413-52.8% | $156,263-66.9% | $84,808-39.1% |
| Participation rate | 85.5% | 72.7%+12.8pp | 78.9%+6.6pp | 68.3%+17.2pp |
| Annual return | 19.54% | 20.18%-0.6pp | 59.47%-39.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,700 | $2,907-41.5% | $4,333-60.8% | $2,631-35.4% |
| Participant deferral / active EE | $4,694 | $4,590+2.3% | $6,158-23.8% | $4,212+11.4% |
| Admin fee / account holder | $1,888 | $9,357-79.8% | $14,255-86.8% | $7,344-74.3% |