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 | $50,156 | $118,450-57.7% | $98,439-49.0% | $139,434-64.0% |
| Participation rate | 81.0% | 77.4%+3.5pp | 75.2%+5.8pp | 80.3%+0.6pp |
| Annual return | 18.95% | 18.94%0pp | 21.16%-2.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $4,201 | $3,609+16.4% | $3,048+37.8% | $4,751-11.6% |
| Participant deferral / active EE | $8,832 | $5,392+63.8% | $4,738+86.4% | $6,710+31.6% |
| Admin fee / account holder | $7,275 | $14,026-48.1% | $8,948-18.7% | $11,403-36.2% |