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 | $49,479 | $60,022-17.6% | $88,946-44.4% | $84,808-41.7% |
| Participation rate | 83.3% | 57.8%+25.5pp | 68.8%+14.5pp | 68.3%+15.0pp |
| Annual return | 22.88% | 22.43%+0.4pp | 57.82%-34.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,856 | $1,703+9.0% | $2,555-27.3% | $2,631-29.4% |
| Participant deferral / active EE | $3,053 | $3,114-2.0% | $4,581-33.4% | $4,212-27.5% |
| Admin fee / account holder | $2,646 | $4,811-45.0% | $8,261-68.0% | $7,344-64.0% |