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 | $51,283 | $79,944-35.9% | $98,439-47.9% | $75,163-31.8% |
| Participation rate | 91.9% | 70.4%+21.5pp | 75.2%+16.7pp | 67.2%+24.7pp |
| Annual return | 17.82% | 19.75%-1.9pp | 21.16%-3.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,155 | $2,264-4.8% | $3,048-29.3% | $2,670-19.3% |
| Participant deferral / active EE | $4,095 | $3,752+9.1% | $4,738-13.6% | $4,125-0.7% |
| Admin fee / account holder | $1,771 | $6,840-74.1% | $8,948-80.2% | $5,651-68.7% |