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 | $49,219 | $109,413-55.0% | $156,263-68.5% | $84,808-42.0% |
| Participation rate | 94.6% | 72.7%+21.9pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 14.87% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,833 | $2,907+66.2% | $4,333+11.5% | $2,631+83.7% |
| Participant deferral / active EE | $9,038 | $4,590+96.9% | $6,158+46.8% | $4,212+114.6% |
| Admin fee / account holder | $10,220 | $9,357+9.2% | $14,255-28.3% | $7,344+39.2% |