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 | $49,756 | $54,762-9.1% | $90,281-44.9% | $72,985-31.8% |
| Participation rate | 96.9% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 37.36% | 30.63%+6.7pp | 78.10%-40.7pp | 81.00%-43.6pp |
| Employer contribution / active EE | $5,031 | $2,092+140.4% | $2,854+76.2% | $2,440+106.2% |
| Participant deferral / active EE | $7,264 | $2,887+151.6% | $3,885+86.9% | $3,607+101.4% |
| Admin fee / account holder | $654 | $3,972-83.5% | $5,351-87.8% | $5,124-87.2% |