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 | $50,248 | $109,881-54.3% | $150,045-66.5% | $84,808-40.7% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 21.53% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,549 | $3,561-0.3% | $4,693-24.4% | $2,631+34.9% |
| Participant deferral / active EE | $5,641 | $6,636-15.0% | $7,997-29.5% | $4,212+33.9% |
| Admin fee / account holder | $2,859 | $8,568-66.6% | $13,435-78.7% | $7,344-61.1% |