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 | $51,020 | $65,041-21.6% | $90,951-43.9% | $79,858-36.1% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.0%+5.1pp | 69.6%+4.4pp |
| Annual return | 24.81% | 30.45%-5.6pp | 134.60%-109.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $2,363 | $1,247+89.5% | $2,122+11.4% | $2,471-4.4% |
| Participant deferral / active EE | $3,110 | $2,512+23.8% | $3,373-7.8% | $3,740-16.9% |
| Admin fee / account holder | $315 | $4,536-93.1% | $5,959-94.7% | $5,306-94.1% |