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 | $50,875 | $104,251-51.2% | $91,001-44.1% | $147,584-65.5% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.6%+13.9pp | 82.8%+6.6pp |
| Annual return | 19.36% | 27.06%-7.7pp | 4.60%+14.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,878 | $3,116-7.6% | $2,456+17.2% | $4,876-41.0% |
| Participant deferral / active EE | $3,468 | $4,195-17.3% | $3,547-2.2% | $5,439-36.2% |
| Admin fee / account holder | $920 | $8,948-89.7% | $5,417-83.0% | $10,885-91.5% |