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 | $50,109 | $99,341-49.6% | $84,750-40.9% | $273,961-81.7% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.63% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,173 | $4,214-48.4% | $3,574-39.2% | $4,869-55.4% |
| Participant deferral / active EE | $4,055 | $4,269-5.0% | $3,712+9.3% | $5,287-23.3% |
| Admin fee / account holder | $495 | $6,644-92.6% | $5,332-90.7% | $10,132-95.1% |