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 | $50,527 | $80,717-37.4% | $154,803-67.4% | $84,808-40.4% |
| Participation rate | 80.5% | 66.8%+13.7pp | 78.1%+2.4pp | 68.3%+12.2pp |
| Annual return | 16.78% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,947 | $2,761+6.7% | $4,305-31.6% | $2,631+12.0% |
| Participant deferral / active EE | $2,193 | $3,303-33.6% | $5,540-60.4% | $4,212-47.9% |
| Admin fee / account holder | $5,627 | $6,746-16.6% | $14,329-60.7% | $7,344-23.4% |