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 | $48,087 | $72,012-33.2% | $185,823-74.1% | $79,858-39.8% |
| Participation rate | 96.2% | 65.8%+30.4pp | 78.0%+18.1pp | 69.6%+26.5pp |
| Annual return | 20.87% | 23.12%-2.2pp | 35.95%-15.1pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,604 | $1,965+32.6% | $4,087-36.3% | $2,471+5.4% |
| Participant deferral / active EE | $2,444 | $3,779-35.3% | $5,632-56.6% | $3,740-34.7% |
| Admin fee / account holder | $440 | $4,513-90.3% | $9,500-95.4% | $5,306-91.7% |