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 | $52,234 | $89,753-41.8% | $107,525-51.4% | $84,808-38.4% |
| Participation rate | 92.1% | 68.1%+24.0pp | 75.1%+17.0pp | 68.3%+23.8pp |
| Annual return | 14.18% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,308 | $3,113-25.9% | $3,754-38.5% | $2,631-12.3% |
| Participant deferral / active EE | $3,618 | $4,056-10.8% | $5,116-29.3% | $4,212-14.1% |
| Admin fee / account holder | $366 | $7,222-94.9% | $8,919-95.9% | $7,344-95.0% |