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 | $58,125 | $109,881-47.1% | $150,045-61.3% | $84,808-31.5% |
| Participation rate | 79.5% | 76.1%+3.5pp | 82.3%-2.8pp | 68.3%+11.2pp |
| Annual return | 17.51% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,031 | $3,561-43.0% | $4,693-56.7% | $2,631-22.8% |
| Participant deferral / active EE | $5,655 | $6,636-14.8% | $7,997-29.3% | $4,212+34.3% |
| Admin fee / account holder | $9,921 | $8,568+15.8% | $13,435-26.2% | $7,344+35.1% |