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 | $50,443 | $109,413-53.9% | $156,263-67.7% | $84,808-40.5% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 14.68% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,339 | $2,907-19.5% | $4,333-46.0% | $2,631-11.1% |
| Participant deferral / active EE | $5,541 | $4,590+20.7% | $6,158-10.0% | $4,212+31.6% |
| Admin fee / account holder | $8,000 | $9,357-14.5% | $14,255-43.9% | $7,344+8.9% |