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 | $51,542 | $93,571-44.9% | $135,903-62.1% | $75,163-31.4% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+7.9pp | 67.2%+22.7pp |
| Annual return | 17.66% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,054 | $3,537+14.6% | $4,856-16.5% | $2,670+51.9% |
| Participant deferral / active EE | $9,447 | $6,404+47.5% | $7,758+21.8% | $4,125+129.0% |
| Admin fee / account holder | $8,954 | $6,975+28.4% | $10,762-16.8% | $5,651+58.4% |