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 | $51,102 | $89,753-43.1% | $107,525-52.5% | $84,808-39.7% |
| Participation rate | 93.5% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.2pp |
| Annual return | 15.60% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,167 | $3,113-30.4% | $3,754-42.3% | $2,631-17.6% |
| Participant deferral / active EE | $4,580 | $4,056+12.9% | $5,116-10.5% | $4,212+8.8% |
| Admin fee / account holder | $5,582 | $7,222-22.7% | $8,919-37.4% | $7,344-24.0% |