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 | $51,432 | $192,717-73.3% | $142,449-63.9% | $139,434-63.1% |
| Participation rate | 91.3% | 81.5%+9.8pp | 76.8%+14.5pp | 80.3%+11.0pp |
| Annual return | 17.09% | 17.99%-0.9pp | 19.99%-2.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $6,321 | $5,806+8.9% | $4,847+30.4% | $4,751+33.0% |
| Participant deferral / active EE | $3,898 | $7,208-45.9% | $6,283-38.0% | $6,710-41.9% |
| Admin fee / account holder | $470 | $15,124-96.9% | $10,011-95.3% | $11,403-95.9% |