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 | $49,381 | $165,335-70.1% | $149,696-67.0% | $158,922-68.9% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 18.08% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,279 | $5,103-74.9% | $4,644-72.5% | $4,761-73.1% |
| Participant deferral / active EE | $2,464 | $7,181-65.7% | $6,842-64.0% | $5,982-58.8% |
| Admin fee / account holder | $502 | $10,807-95.4% | $9,309-94.6% | $11,246-95.5% |