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 5-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 | $48,858 | $138,347-64.7% | $184,203-73.5% | $80,856-39.6% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.2pp | 67.6%+29.3pp |
| Annual return | 20.75% | 20.02%+0.7pp | 28.81%-8.1pp | 35.59%-14.8pp |
| Employer contribution / active EE | $2,183 | $4,850-55.0% | $6,427-66.0% | $2,755-20.7% |
| Participant deferral / active EE | $14,045 | $7,071+98.6% | $9,131+53.8% | $4,296+226.9% |
| Admin fee / account holder | $734 | $10,483-93.0% | $13,901-94.7% | $6,918-89.4% |