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 | $47,516 | $81,248-41.5% | $155,509-69.4% | $80,856-41.2% |
| Participation rate | 85.3% | 66.2%+19.1pp | 78.2%+7.1pp | 67.6%+17.7pp |
| Annual return | 19.14% | 33.31%-14.2pp | 64.67%-45.5pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,503 | $3,100-19.3% | $4,672-46.4% | $2,755-9.1% |
| Participant deferral / active EE | $5,371 | $3,452+55.6% | $5,626-4.5% | $4,296+25.0% |
| Admin fee / account holder | $2,746 | $7,997-65.7% | $15,912-82.7% | $6,918-60.3% |