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 | $51,180 | $148,978-65.6% | $200,582-74.5% | $84,808-39.7% |
| Participation rate | 88.6% | 84.2%+4.4pp | 86.9%+1.8pp | 68.3%+20.3pp |
| Annual return | 21.61% | 28.16%-6.6pp | 42.33%-20.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,230 | $4,815-32.9% | $6,419-49.7% | $2,631+22.8% |
| Participant deferral / active EE | $6,505 | $7,142-8.9% | $9,331-30.3% | $4,212+54.4% |
| Admin fee / account holder | $845 | $13,977-94.0% | $16,305-94.8% | $7,344-88.5% |