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 | $56,142 | $77,899-27.9% | $149,673-62.5% | $75,163-25.3% |
| Participation rate | 76.5% | 65.6%+11.0pp | 78.8%-2.2pp | 67.2%+9.3pp |
| Annual return | 17.26% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,629 | $3,137+15.7% | $4,818-24.7% | $2,670+35.9% |
| Participant deferral / active EE | $2,992 | $3,411-12.3% | $5,680-47.3% | $4,125-27.5% |
| Admin fee / account holder | $5,620 | $5,956-5.6% | $13,210-57.5% | $5,651-0.5% |