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 | $52,093 | $72,492-28.1% | $87,100-40.2% | $72,985-28.6% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.9%-3.2pp | 69.5%+4.2pp |
| Annual return | 24.58% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $990 | $1,894-47.7% | $2,521-60.7% | $2,440-59.4% |
| Participant deferral / active EE | $5,452 | $3,270+66.7% | $4,049+34.7% | $3,607+51.1% |
| Admin fee / account holder | $6,772 | $5,055+34.0% | $7,497-9.7% | $5,124+32.1% |