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 | $50,456 | $66,402-24.0% | $109,895-54.1% | $85,850-41.2% |
| Participation rate | 75.6% | 63.9%+11.7pp | 74.2%+1.3pp | 69.3%+6.2pp |
| Annual return | 26.48% | 19.59%+6.9pp | 29.45%-3.0pp | 318.53%-292.1pp |
| Employer contribution / active EE | $2,066 | $1,687+22.5% | $2,842-27.3% | $2,565-19.4% |
| Participant deferral / active EE | $2,066 | $2,842-27.3% | $4,048-49.0% | $3,952-47.7% |
| Admin fee / account holder | $4,562 | $4,557+0.1% | $6,066-24.8% | $6,260-27.1% |