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 | $51,008 | $81,248-37.2% | $155,509-67.2% | $80,856-36.9% |
| Participation rate | 81.1% | 66.2%+14.9pp | 78.2%+2.9pp | 67.6%+13.4pp |
| Annual return | 15.18% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,883 | $3,100-7.0% | $4,672-38.3% | $2,755+4.7% |
| Participant deferral / active EE | $5,438 | $3,452+57.6% | $5,626-3.3% | $4,296+26.6% |
| Admin fee / account holder | $2,299 | $7,997-71.3% | $15,912-85.6% | $6,918-66.8% |