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 | $41,216 | $116,175-64.5% | $93,606-56.0% | $152,861-73.0% |
| Participation rate | 95.7% | 78.0%+17.6pp | 75.8%+19.8pp | 82.4%+13.2pp |
| Annual return | 28.65% | 35.96%-7.3pp | 32.76%-4.1pp | 345.32%-316.7pp |
| Employer contribution / active EE | $5,754 | $3,218+78.8% | $2,718+111.7% | $4,762+20.8% |
| Participant deferral / active EE | $6,235 | $4,603+35.4% | $4,069+53.2% | $5,850+6.6% |
| Admin fee / account holder | $4,142 | $10,748-61.5% | $7,888-47.5% | $11,596-64.3% |