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 | $48,896 | $179,726-72.8% | $156,263-68.7% | $142,382-65.7% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 11.34% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,428 | $5,069-71.8% | $4,333-67.0% | $4,299-66.8% |
| Participant deferral / active EE | $3,452 | $6,956-50.4% | $6,158-44.0% | $6,507-47.0% |
| Admin fee / account holder | $1,098 | $17,272-93.6% | $14,255-92.3% | $12,624-91.3% |