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 | $54,261 | $89,753-39.5% | $107,525-49.5% | $84,808-36.0% |
| Participation rate | 79.4% | 68.1%+11.3pp | 75.1%+4.3pp | 68.3%+11.1pp |
| Annual return | 24.14% | 29.48%-5.3pp | 181.32%-157.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,473 | $3,113-52.7% | $3,754-60.8% | $2,631-44.0% |
| Participant deferral / active EE | $4,175 | $4,056+2.9% | $5,116-18.4% | $4,212-0.9% |
| Admin fee / account holder | $1,185 | $7,222-83.6% | $8,919-86.7% | $7,344-83.9% |