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 | $52,609 | $118,427-55.6% | $66,042-20.3% | $142,382-63.1% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 80.1%+7.4pp |
| Annual return | 15.98% | 35.57%-19.6pp | 52.11%-36.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,116 | $2,570-17.7% | $1,579+34.0% | $4,299-50.8% |
| Participant deferral / active EE | $5,570 | $4,311+29.2% | $2,835+96.4% | $6,507-14.4% |
| Admin fee / account holder | $391 | $9,593-95.9% | $5,747-93.2% | $12,624-96.9% |