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 | $52,141 | $72,012-27.6% | $185,823-71.9% | $79,858-34.7% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 19.06% | 23.12%-4.1pp | 35.95%-16.9pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,501 | $1,965-23.6% | $4,087-63.3% | $2,471-39.3% |
| Participant deferral / active EE | $3,605 | $3,779-4.6% | $5,632-36.0% | $3,740-3.6% |
| Admin fee / account holder | $557 | $4,513-87.7% | $9,500-94.1% | $5,306-89.5% |