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 | $53,132 | $93,571-43.2% | $135,903-60.9% | $75,163-29.3% |
| Participation rate | 98.3% | 75.2%+23.2pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 30.06% | 30.90%-0.8pp | 68.23%-38.2pp | 160.62%-130.6pp |
| Employer contribution / active EE | $7,234 | $3,537+104.5% | $4,856+49.0% | $2,670+171.0% |
| Participant deferral / active EE | $12,768 | $6,404+99.4% | $7,758+64.6% | $4,125+209.5% |
| Admin fee / account holder | $2,745 | $6,975-60.6% | $10,762-74.5% | $5,651-51.4% |