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 | $51,922 | $90,503-42.6% | $78,689-34.0% | $273,961-81.0% |
| Participation rate | 76.5% | 76.5%0pp | 73.6%+2.9pp | 83.0%-6.5pp |
| Annual return | 9.97% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,866 | $3,176-41.2% | $2,851-34.5% | $4,869-61.7% |
| Participant deferral / active EE | $4,786 | $3,901+22.7% | $3,517+36.1% | $5,287-9.5% |
| Admin fee / account holder | $2,174 | $5,263-58.7% | $4,510-51.8% | $10,132-78.5% |