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 | $54,596 | $83,477-34.6% | $125,175-56.4% | $72,985-25.2% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.2pp | 69.5%+3.1pp |
| Annual return | 33.40% | 25.78%+7.6pp | 43.79%-10.4pp | 81.00%-47.6pp |
| Employer contribution / active EE | $656 | $2,345-72.0% | $3,865-83.0% | $2,440-73.1% |
| Participant deferral / active EE | $2,548 | $3,585-28.9% | $4,937-48.4% | $3,607-29.4% |
| Admin fee / account holder | $5,538 | $5,517+0.4% | $9,702-42.9% | $5,124+8.1% |