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 | $50,737 | $74,927-32.3% | $101,794-50.2% | $84,808-40.2% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 14.69% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,546 | $1,522+264.4% | $2,289+142.3% | $2,631+110.8% |
| Participant deferral / active EE | $3,190 | $3,099+2.9% | $4,084-21.9% | $4,212-24.3% |
| Admin fee / account holder | $414 | $6,514-93.6% | $8,777-95.3% | $7,344-94.4% |