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 | $51,279 | $109,413-53.1% | $156,263-67.2% | $84,808-39.5% |
| Participation rate | 91.2% | 72.7%+18.5pp | 78.9%+12.3pp | 68.3%+22.9pp |
| Annual return | 15.97% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,121 | $2,907-61.4% | $4,333-74.1% | $2,631-57.4% |
| Participant deferral / active EE | $3,401 | $4,590-25.9% | $6,158-44.8% | $4,212-19.2% |
| Admin fee / account holder | $3,648 | $9,357-61.0% | $14,255-74.4% | $7,344-50.3% |