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 | $53,140 | $109,881-51.6% | $150,045-64.6% | $84,808-37.3% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 28.87% | 28.25%+0.6pp | 62.55%-33.7pp | 40.90%-12.0pp |
| Employer contribution / active EE | $2,518 | $3,561-29.3% | $4,693-46.3% | $2,631-4.3% |
| Participant deferral / active EE | $8,328 | $6,636+25.5% | $7,997+4.1% | $4,212+97.7% |
| Admin fee / account holder | $4,025 | $8,568-53.0% | $13,435-70.0% | $7,344-45.2% |