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 | $49,187 | $39,122+25.7% | $57,179-14.0% | $62,891-21.8% |
| Participation rate | 86.6% | 70.5%+16.1pp | 75.3%+11.2pp | 69.3%+17.3pp |
| Annual return | 7.46% | 9.23%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $6,406 | $1,874+241.8% | $2,682+138.8% | $2,281+180.9% |
| Participant deferral / active EE | $5,210 | $2,374+119.5% | $3,096+68.3% | $3,203+62.7% |
| Admin fee / account holder | $394 | $2,592-84.8% | $3,139-87.4% | $4,296-90.8% |