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 | $55,283 | $109,881-49.7% | $150,045-63.2% | $84,808-34.8% |
| Participation rate | 76.0% | 76.1%-0.1pp | 82.3%-6.3pp | 68.3%+7.7pp |
| Annual return | 16.71% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,896 | $3,561+9.4% | $4,693-17.0% | $2,631+48.1% |
| Participant deferral / active EE | $7,936 | $6,636+19.6% | $7,997-0.8% | $4,212+88.4% |
| Admin fee / account holder | $3,057 | $8,568-64.3% | $13,435-77.2% | $7,344-58.4% |