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 | $50,920 | $80,673-36.9% | $101,326-49.7% | $84,808-40.0% |
| Participation rate | 73.1% | 77.8%-4.7pp | 81.5%-8.4pp | 68.3%+4.8pp |
| Annual return | 18.62% | 38.95%-20.3pp | 36.82%-18.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,349 | $2,698+98.3% | $3,665+45.9% | $2,631+103.3% |
| Participant deferral / active EE | $7,909 | $6,840+15.6% | $7,994-1.1% | $4,212+87.8% |
| Admin fee / account holder | $558 | $12,784-95.6% | $11,185-95.0% | $7,344-92.4% |