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 | $51,356 | $81,248-36.8% | $155,509-67.0% | $80,856-36.5% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 14.40% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,477 | $3,100-52.4% | $4,672-68.4% | $2,755-46.4% |
| Participant deferral / active EE | $4,137 | $3,452+19.9% | $5,626-26.5% | $4,296-3.7% |
| Admin fee / account holder | $2,283 | $7,997-71.4% | $15,912-85.6% | $6,918-67.0% |