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 | $52,574 | $89,753-41.4% | $107,525-51.1% | $84,808-38.0% |
| Participation rate | 77.1% | 68.1%+9.0pp | 75.1%+2.0pp | 68.3%+8.8pp |
| Annual return | 17.16% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $852 | $3,113-72.6% | $3,754-77.3% | $2,631-67.6% |
| Participant deferral / active EE | $4,116 | $4,056+1.5% | $5,116-19.5% | $4,212-2.3% |
| Admin fee / account holder | $1,270 | $7,222-82.4% | $8,919-85.8% | $7,344-82.7% |