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 | $53,437 | $81,248-34.2% | $155,509-65.6% | $80,856-33.9% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 20.96% | 33.31%-12.3pp | 64.67%-43.7pp | 35.59%-14.6pp |
| Employer contribution / active EE | $2,274 | $3,100-26.7% | $4,672-51.3% | $2,755-17.5% |
| Participant deferral / active EE | $4,397 | $3,452+27.4% | $5,626-21.8% | $4,296+2.4% |
| Admin fee / account holder | $3,050 | $7,997-61.9% | $15,912-80.8% | $6,918-55.9% |