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 | $47,186 | $152,587-69.1% | $125,175-62.3% | $152,861-69.1% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.4%+2.6pp |
| Annual return | 16.03% | 54.84%-38.8pp | 43.79%-27.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,094 | $4,946-57.7% | $3,865-45.8% | $4,762-56.0% |
| Participant deferral / active EE | $5,231 | $5,868-10.9% | $4,937+6.0% | $5,850-10.6% |
| Admin fee / account holder | $724 | $13,434-94.6% | $9,702-92.5% | $11,596-93.8% |