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 | $52,508 | $86,929-39.6% | $102,423-48.7% | $80,856-35.1% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 15.79% | 18.88%-3.1pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,604 | $2,369-32.3% | $3,023-47.0% | $2,755-41.8% |
| Participant deferral / active EE | $2,552 | $4,118-38.0% | $5,053-49.5% | $4,296-40.6% |
| Admin fee / account holder | $1,147 | $8,049-85.7% | $9,451-87.9% | $6,918-83.4% |