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 | $51,362 | $103,966-50.6% | $112,887-54.5% | $75,163-31.7% |
| Participation rate | 73.3% | 75.7%-2.3pp | 80.5%-7.2pp | 67.2%+6.1pp |
| Annual return | 16.76% | 24.54%-7.8pp | 34.10%-17.3pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,687 | $3,870-56.4% | $4,563-63.0% | $2,670-36.8% |
| Participant deferral / active EE | $7,117 | $5,456+30.5% | $6,513+9.3% | $4,125+72.5% |
| Admin fee / account holder | $4,040 | $7,663-47.3% | $7,047-42.7% | $5,651-28.5% |