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 | $49,461 | $162,781-69.6% | $133,956-63.1% | $158,922-68.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 10.26% | 41.94%-31.7pp | 45.09%-34.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,875 | $4,975-62.3% | $3,919-52.2% | $4,761-60.6% |
| Participant deferral / active EE | $5,486 | $5,911-7.2% | $5,048+8.7% | $5,982-8.3% |
| Admin fee / account holder | $12,988 | $11,736+10.7% | $8,927+45.5% | $11,246+15.5% |