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 | $50,771 | $72,492-30.0% | $87,100-41.7% | $72,985-30.4% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.9%+13.7pp | 69.5%+21.1pp |
| Annual return | 25.57% | 24.46%+1.1pp | 28.19%-2.6pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,357 | $1,894+24.4% | $2,521-6.5% | $2,440-3.4% |
| Participant deferral / active EE | $7,914 | $3,270+142.1% | $4,049+95.5% | $3,607+119.4% |
| Admin fee / account holder | $1,095 | $5,055-78.3% | $7,497-85.4% | $5,124-78.6% |