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 | $47,199 | $81,248-41.9% | $155,509-69.6% | $80,856-41.6% |
| Participation rate | 87.8% | 66.2%+21.6pp | 78.2%+9.6pp | 67.6%+20.2pp |
| Annual return | 12.93% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,969 | $3,100+28.0% | $4,672-15.1% | $2,755+44.1% |
| Participant deferral / active EE | $1,377 | $3,452-60.1% | $5,626-75.5% | $4,296-67.9% |
| Admin fee / account holder | $4,314 | $7,997-46.1% | $15,912-72.9% | $6,918-37.6% |