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 | $51,059 | $80,968-36.9% | $96,544-47.1% | $75,163-32.1% |
| Participation rate | 76.8% | 71.8%+5.0pp | 76.0%+0.9pp | 67.2%+9.6pp |
| Annual return | 14.88% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.7pp |
| Employer contribution / active EE | $839 | $2,282-63.2% | $2,965-71.7% | $2,670-68.6% |
| Participant deferral / active EE | $3,221 | $3,928-18.0% | $4,851-33.6% | $4,125-21.9% |
| Admin fee / account holder | $1,154 | $6,724-82.8% | $8,252-86.0% | $5,651-79.6% |