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 | $52,885 | $54,762-3.4% | $90,281-41.4% | $72,985-27.5% |
| Participation rate | 88.0% | 65.1%+22.9pp | 73.3%+14.7pp | 69.5%+18.5pp |
| Annual return | 36.07% | 30.63%+5.4pp | 78.10%-42.0pp | 81.00%-44.9pp |
| Employer contribution / active EE | $4,955 | $2,092+136.8% | $2,854+73.6% | $2,440+103.1% |
| Participant deferral / active EE | $2,043 | $2,887-29.2% | $3,885-47.4% | $3,607-43.4% |
| Admin fee / account holder | $1,538 | $3,972-61.3% | $5,351-71.3% | $5,124-70.0% |