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 | $51,896 | $109,881-52.8% | $150,045-65.4% | $84,808-38.8% |
| Participation rate | 87.8% | 76.1%+11.8pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 19.67% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,788 | $3,561-21.7% | $4,693-40.6% | $2,631+6.0% |
| Participant deferral / active EE | $5,772 | $6,636-13.0% | $7,997-27.8% | $4,212+37.1% |
| Admin fee / account holder | $4,486 | $8,568-47.6% | $13,435-66.6% | $7,344-38.9% |