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 | $52,156 | $135,952-61.6% | $123,892-57.9% | $273,961-81.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 6.09% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,072 | $5,170-40.6% | $4,617-33.5% | $4,869-36.9% |
| Participant deferral / active EE | $6,293 | $6,343-0.8% | $5,984+5.2% | $5,287+19.0% |
| Admin fee / account holder | $26,341 | $9,817+168.3% | $8,357+215.2% | $10,132+160.0% |