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 9-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 | $50,828 | $148,978-65.9% | $200,582-74.7% | $84,808-40.1% |
| Participation rate | 73.1% | 84.2%-11.2pp | 86.9%-13.8pp | 68.3%+4.8pp |
| Annual return | 14.10% | 28.16%-14.1pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,509 | $4,815-47.9% | $6,419-60.9% | $2,631-4.6% |
| Participant deferral / active EE | $4,278 | $7,142-40.1% | $9,331-54.1% | $4,212+1.6% |
| Admin fee / account holder | $7,754 | $13,977-44.5% | $16,305-52.4% | $7,344+5.6% |