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 | $51,957 | $89,753-42.1% | $107,525-51.7% | $84,808-38.7% |
| Participation rate | 98.6% | 68.1%+30.6pp | 75.1%+23.6pp | 68.3%+30.3pp |
| Annual return | 16.83% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,106 | $3,113+64.0% | $3,754+36.0% | $2,631+94.1% |
| Participant deferral / active EE | $4,356 | $4,056+7.4% | $5,116-14.8% | $4,212+3.4% |
| Admin fee / account holder | $1,280 | $7,222-82.3% | $8,919-85.7% | $7,344-82.6% |