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 | $47,482 | $84,233-43.6% | $170,442-72.1% | $70,131-32.3% |
| Participation rate | 82.9% | 70.8%+12.0pp | 83.6%-0.7pp | 69.5%+13.3pp |
| Annual return | 15.73% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,350 | $3,387-30.6% | $5,433-56.7% | $2,342+0.3% |
| Participant deferral / active EE | $3,706 | $3,086+20.1% | $4,939-25.0% | $3,332+11.2% |
| Admin fee / account holder | $1,970 | $5,698-65.4% | $13,880-85.8% | $4,645-57.6% |