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 | $50,770 | $102,605-50.5% | $145,661-65.1% | $84,808-40.1% |
| Participation rate | 73.5% | 74.3%-0.7pp | 77.2%-3.7pp | 68.3%+5.2pp |
| Annual return | 15.50% | 26.50%-11.0pp | 101.46%-86.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,008 | $3,325-39.6% | $4,238-52.6% | $2,631-23.7% |
| Participant deferral / active EE | $3,231 | $5,750-43.8% | $7,198-55.1% | $4,212-23.3% |
| Admin fee / account holder | $3,493 | $8,758-60.1% | $12,466-72.0% | $7,344-52.4% |