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 | $53,177 | $81,460-34.7% | $103,333-48.5% | $80,856-34.2% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 24.91% | 25.55%-0.6pp | 24.88%0pp | 35.59%-10.7pp |
| Employer contribution / active EE | $1,111 | $3,105-64.2% | $3,868-71.3% | $2,755-59.7% |
| Participant deferral / active EE | $3,229 | $3,869-16.5% | $5,057-36.2% | $4,296-24.8% |
| Admin fee / account holder | $6,095 | $6,566-7.2% | $8,355-27.1% | $6,918-11.9% |