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 | $45,924 | $71,050-35.4% | $93,606-50.9% | $80,856-43.2% |
| Participation rate | 70.5% | 60.4%+10.0pp | 68.7%+1.7pp | 67.6%+2.8pp |
| Annual return | 10.79% | 11.26%-0.5pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,444 | $1,564-7.6% | $2,420-40.3% | $2,755-47.6% |
| Participant deferral / active EE | $5,745 | $4,034+42.4% | $4,411+30.2% | $4,296+33.7% |
| Admin fee / account holder | $7,436 | $6,945+7.1% | $8,285-10.2% | $6,918+7.5% |