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 | $49,724 | $77,634-36.0% | $156,549-68.2% | $62,891-20.9% |
| Participation rate | 75.0% | 71.2%+3.8pp | 84.0%-9.0pp | 69.3%+5.7pp |
| Annual return | 12.62% | 50.32%-37.7pp | 32.23%-19.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,044 | $3,444-69.7% | $5,501-81.0% | $2,281-54.2% |
| Participant deferral / active EE | $4,630 | $3,045+52.0% | $4,871-5.0% | $3,203+44.5% |
| Admin fee / account holder | $310 | $5,561-94.4% | $13,027-97.6% | $4,296-92.8% |