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 | $50,439 | $176,056-71.4% | $159,436-68.4% | $167,490-69.9% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 13.09% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,327 | $5,297-75.0% | $4,829-72.5% | $4,837-72.6% |
| Participant deferral / active EE | $3,528 | $7,750-54.5% | $7,352-52.0% | $6,341-44.4% |
| Admin fee / account holder | $6,012 | $12,554-52.1% | $10,799-44.3% | $12,309-51.2% |