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 | $54,040 | $109,881-50.8% | $150,045-64.0% | $84,808-36.3% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 17.19% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,033 | $3,561-14.8% | $4,693-35.4% | $2,631+15.3% |
| Participant deferral / active EE | $6,474 | $6,636-2.4% | $7,997-19.0% | $4,212+53.7% |
| Admin fee / account holder | $3,523 | $8,568-58.9% | $13,435-73.8% | $7,344-52.0% |