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 | $49,611 | $117,381-57.7% | $99,443-50.1% | $152,861-67.5% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 23.06% | 31.87%-8.8pp | 30.72%-7.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,235 | $3,013+7.4% | $2,540+27.4% | $4,762-32.1% |
| Participant deferral / active EE | $5,886 | $4,086+44.1% | $3,619+62.6% | $5,850+0.6% |
| Admin fee / account holder | $2,063 | $7,631-73.0% | $6,250-67.0% | $11,596-82.2% |