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 | $50,969 | $85,766-40.6% | $136,294-62.6% | $70,131-27.3% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 18.90% | 31.45%-12.6pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,957 | $2,966-0.3% | $4,695-37.0% | $2,342+26.2% |
| Participant deferral / active EE | $6,144 | $5,051+21.6% | $6,247-1.6% | $3,332+84.4% |
| Admin fee / account holder | $907 | $5,420-83.3% | $9,243-90.2% | $4,645-80.5% |