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 | $54,693 | $57,016-4.1% | $84,966-35.6% | $80,856-32.4% |
| Participation rate | 85.7% | 56.3%+29.4pp | 67.5%+18.2pp | 67.6%+18.1pp |
| Annual return | 30.69% | 21.66%+9.0pp | 66.38%-35.7pp | 35.59%-4.9pp |
| Employer contribution / active EE | $2,443 | $1,798+35.9% | $2,727-10.4% | $2,755-11.3% |
| Participant deferral / active EE | $5,605 | $3,110+80.3% | $4,519+24.0% | $4,296+30.5% |
| Admin fee / account holder | $2,601 | $4,980-47.8% | $6,149-57.7% | $6,918-62.4% |