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 6-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 | $50,388 | $93,571-46.2% | $135,903-62.9% | $75,163-33.0% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 24.38% | 30.90%-6.5pp | 68.23%-43.8pp | 160.62%-136.2pp |
| Employer contribution / active EE | $2,020 | $3,537-42.9% | $4,856-58.4% | $2,670-24.3% |
| Participant deferral / active EE | $3,368 | $6,404-47.4% | $7,758-56.6% | $4,125-18.4% |
| Admin fee / account holder | $987 | $6,975-85.8% | $10,762-90.8% | $5,651-82.5% |