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 | $55,483 | $162,781-65.9% | $133,956-58.6% | $158,922-65.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 11.39% | 41.94%-30.6pp | 45.09%-33.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,573 | $4,975-48.3% | $3,919-34.3% | $4,761-46.0% |
| Participant deferral / active EE | $6,456 | $5,911+9.2% | $5,048+27.9% | $5,982+7.9% |
| Admin fee / account holder | $1,104 | $11,736-90.6% | $8,927-87.6% | $11,246-90.2% |