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 | $52,511 | $72,492-27.6% | $87,100-39.7% | $72,985-28.1% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 31.56% | 24.46%+7.1pp | 28.19%+3.4pp | 81.00%-49.4pp |
| Employer contribution / active EE | $2,838 | $1,894+49.8% | $2,521+12.5% | $2,440+16.3% |
| Participant deferral / active EE | $7,234 | $3,270+121.3% | $4,049+78.7% | $3,607+100.5% |
| Admin fee / account holder | $6,728 | $5,055+33.1% | $7,497-10.3% | $5,124+31.3% |