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 | $47,204 | $72,277-34.7% | $101,248-53.4% | $79,858-40.9% |
| Participation rate | 82.8% | 68.5%+14.4pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | 14.46% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $9,008 | $2,692+234.7% | $3,660+146.2% | $2,471+264.6% |
| Participant deferral / active EE | $1,866 | $3,282-43.1% | $4,370-57.3% | $3,740-50.1% |
| Admin fee / account holder | $12,296 | $4,400+179.4% | $5,945+106.8% | $5,306+131.7% |