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 | $52,388 | $89,753-41.6% | $107,525-51.3% | $84,808-38.2% |
| Participation rate | 95.8% | 68.1%+27.8pp | 75.1%+20.8pp | 68.3%+27.5pp |
| Annual return | 13.36% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,472 | $3,113-52.7% | $3,754-60.8% | $2,631-44.1% |
| Participant deferral / active EE | $4,497 | $4,056+10.9% | $5,116-12.1% | $4,212+6.8% |
| Admin fee / account holder | $624 | $7,222-91.4% | $8,919-93.0% | $7,344-91.5% |