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 | $49,614 | $83,477-40.6% | $125,175-60.4% | $72,985-32.0% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 25.42% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,345 | $2,3450% | $3,865-39.3% | $2,440-3.9% |
| Participant deferral / active EE | $4,805 | $3,585+34.0% | $4,937-2.7% | $3,607+33.2% |
| Admin fee / account holder | $1,748 | $5,517-68.3% | $9,702-82.0% | $5,124-65.9% |