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 | $49,479 | $72,277-31.5% | $101,248-51.1% | $79,858-38.0% |
| Participation rate | 92.9% | 68.5%+24.4pp | 75.8%+17.0pp | 69.6%+23.2pp |
| Annual return | 15.01% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,473 | $2,692-8.1% | $3,660-32.4% | $2,471+0.1% |
| Participant deferral / active EE | $5,031 | $3,282+53.3% | $4,370+15.1% | $3,740+34.5% |
| Admin fee / account holder | $2,543 | $4,400-42.2% | $5,945-57.2% | $5,306-52.1% |