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 | $52,620 | $80,968-35.0% | $96,544-45.5% | $75,163-30.0% |
| Participation rate | 80.8% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.6pp |
| Annual return | 28.24% | 27.06%+1.2pp | 25.84%+2.4pp | 160.62%-132.4pp |
| Employer contribution / active EE | $2,156 | $2,282-5.5% | $2,965-27.3% | $2,670-19.2% |
| Participant deferral / active EE | $4,890 | $3,928+24.5% | $4,851+0.8% | $4,125+18.6% |
| Admin fee / account holder | $3,489 | $6,724-48.1% | $8,252-57.7% | $5,651-38.3% |