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 | $47,546 | $86,929-45.3% | $102,423-53.6% | $80,856-41.2% |
| Participation rate | 85.3% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.7pp |
| Annual return | 28.90% | 18.88%+10.0pp | 29.32%-0.4pp | 35.59%-6.7pp |
| Employer contribution / active EE | $2,830 | $2,369+19.4% | $3,023-6.4% | $2,755+2.7% |
| Participant deferral / active EE | $4,915 | $4,118+19.3% | $5,053-2.7% | $4,296+14.4% |
| Admin fee / account holder | $1,353 | $8,049-83.2% | $9,451-85.7% | $6,918-80.4% |