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 | $51,014 | $85,766-40.5% | $136,294-62.6% | $70,131-27.3% |
| Participation rate | 81.1% | 74.2%+7.0pp | 81.9%-0.8pp | 69.5%+11.6pp |
| Annual return | 18.14% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,354 | $2,966-20.6% | $4,695-49.9% | $2,342+0.5% |
| Participant deferral / active EE | $4,240 | $5,051-16.1% | $6,247-32.1% | $3,332+27.3% |
| Admin fee / account holder | $3,380 | $5,420-37.6% | $9,243-63.4% | $4,645-27.2% |