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 | $51,943 | $89,355-41.9% | $141,162-63.2% | $72,985-28.8% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 27.76% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,684 | $3,114-45.9% | $4,735-64.4% | $2,440-31.0% |
| Participant deferral / active EE | $5,271 | $5,418-2.7% | $6,709-21.4% | $3,607+46.1% |
| Admin fee / account holder | $1,866 | $5,958-68.7% | $10,261-81.8% | $5,124-63.6% |