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 | $50,948 | $117,841-56.8% | $102,423-50.3% | $145,922-65.1% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 19.72% | 31.65%-11.9pp | 29.32%-9.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $882 | $3,615-75.6% | $3,023-70.8% | $4,660-81.1% |
| Participant deferral / active EE | $2,739 | $5,731-52.2% | $5,053-45.8% | $6,688-59.0% |
| Admin fee / account holder | $767 | $13,326-94.2% | $9,451-91.9% | $13,397-94.3% |