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 | $54,441 | $107,334-49.3% | $92,893-41.4% | $152,861-64.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 16.96% | 145.58%-128.6pp | 109.41%-92.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,050 | $4,221-51.4% | $3,653-43.9% | $4,762-56.9% |
| Participant deferral / active EE | $4,314 | $4,845-11.0% | $4,236+1.8% | $5,850-26.3% |
| Admin fee / account holder | $3,811 | $7,079-46.2% | $5,794-34.2% | $11,596-67.1% |