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 | $48,535 | $49,227-1.4% | $70,449-31.1% | $79,858-39.2% |
| Participation rate | 84.1% | 69.2%+14.9pp | 75.1%+9.0pp | 69.6%+14.5pp |
| Annual return | 18.80% | 30.06%-11.3pp | 109.03%-90.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,076 | $2,099-48.8% | $2,737-60.7% | $2,471-56.5% |
| Participant deferral / active EE | $4,726 | $2,768+70.8% | $3,709+27.4% | $3,740+26.4% |
| Admin fee / account holder | $3,660 | $2,878+27.2% | $3,845-4.8% | $5,306-31.0% |