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 | $48,666 | $93,571-48.0% | $135,903-64.2% | $75,163-35.3% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 18.49% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,844 | $3,537+37.0% | $4,856-0.3% | $2,670+81.4% |
| Participant deferral / active EE | $5,490 | $6,404-14.3% | $7,758-29.2% | $4,125+33.1% |
| Admin fee / account holder | $1,465 | $6,975-79.0% | $10,762-86.4% | $5,651-74.1% |