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 | $50,449 | $74,927-32.7% | $101,794-50.4% | $84,808-40.5% |
| Participation rate | 86.2% | 61.4%+24.8pp | 69.2%+17.0pp | 68.3%+17.9pp |
| Annual return | 16.00% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,178 | $1,522+43.1% | $2,289-4.8% | $2,631-17.2% |
| Participant deferral / active EE | $2,146 | $3,099-30.8% | $4,084-47.5% | $4,212-49.1% |
| Admin fee / account holder | $1,932 | $6,514-70.3% | $8,777-78.0% | $7,344-73.7% |