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 | $55,755 | $72,277-22.9% | $101,248-44.9% | $79,858-30.2% |
| Participation rate | 70.7% | 68.5%+2.2pp | 75.8%-5.1pp | 69.6%+1.1pp |
| Annual return | 23.59% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $5,322 | $2,692+97.7% | $3,660+45.4% | $2,471+115.4% |
| Participant deferral / active EE | $5,239 | $3,282+59.6% | $4,370+19.9% | $3,740+40.1% |
| Admin fee / account holder | $1,028 | $4,400-76.6% | $5,945-82.7% | $5,306-80.6% |