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 | $51,743 | $57,016-9.2% | $84,966-39.1% | $80,856-36.0% |
| Participation rate | 70.0% | 56.3%+13.7pp | 67.5%+2.5pp | 67.6%+2.4pp |
| Annual return | 11.99% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,690 | $1,798+49.7% | $2,727-1.3% | $2,755-2.3% |
| Participant deferral / active EE | $4,453 | $3,110+43.2% | $4,519-1.5% | $4,296+3.7% |
| Admin fee / account holder | $9,048 | $4,980+81.7% | $6,149+47.1% | $6,918+30.8% |