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 | $45,890 | $77,314-40.6% | $177,989-74.2% | $80,856-43.2% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.6%+29.2pp |
| Annual return | 18.74% | 18.09%+0.7pp | 294.48%-275.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $4,933 | $2,292+115.2% | $3,949+24.9% | $2,755+79.1% |
| Participant deferral / active EE | $6,934 | $4,411+57.2% | $6,276+10.5% | $4,296+61.4% |
| Admin fee / account holder | $2,935 | $7,191-59.2% | $10,363-71.7% | $6,918-57.6% |