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 | $54,822 | $91,552-40.1% | $133,956-59.1% | $79,858-31.4% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 22.06% | 61.85%-39.8pp | 45.09%-23.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $2,009 | $2,384-15.7% | $3,919-48.7% | $2,471-18.7% |
| Participant deferral / active EE | $4,387 | $3,733+17.5% | $5,048-13.1% | $3,740+17.3% |
| Admin fee / account holder | $1,049 | $6,321-83.4% | $8,927-88.2% | $5,306-80.2% |