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 | $52,525 | $94,625-44.5% | $116,228-54.8% | $84,808-38.1% |
| Participation rate | 94.7% | 70.4%+24.3pp | 74.6%+20.2pp | 68.3%+26.4pp |
| Annual return | 14.14% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,853 | $2,347-21.0% | $2,994-38.1% | $2,631-29.6% |
| Participant deferral / active EE | $3,841 | $3,972-3.3% | $4,953-22.4% | $4,212-8.8% |
| Admin fee / account holder | $2,515 | $10,091-75.1% | $11,989-79.0% | $7,344-65.8% |