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 | $50,665 | $92,985-45.5% | $153,485-67.0% | $80,856-37.3% |
| Participation rate | 75.3% | 69.0%+6.4pp | 77.1%-1.8pp | 67.6%+7.7pp |
| Annual return | 13.33% | 19.95%-6.6pp | 15.65%-2.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,732 | $3,507+6.4% | $5,039-25.9% | $2,755+35.5% |
| Participant deferral / active EE | $5,985 | $5,178+15.6% | $6,757-11.4% | $4,296+39.3% |
| Admin fee / account holder | $2,894 | $8,880-67.4% | $12,724-77.3% | $6,918-58.2% |