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 | $50,394 | $54,705-7.9% | $71,209-29.2% | $84,808-40.6% |
| Participation rate | 76.5% | 64.1%+12.4pp | 73.8%+2.7pp | 68.3%+8.2pp |
| Annual return | 22.44% | 35.90%-13.5pp | 282.51%-260.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,651 | $2,158+22.8% | $2,721-2.6% | $2,631+0.8% |
| Participant deferral / active EE | $6,002 | $3,030+98.0% | $4,175+43.7% | $4,212+42.5% |
| Admin fee / account holder | $1,010 | $4,863-79.2% | $5,349-81.1% | $7,344-86.2% |