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 | $32,517 | $89,753-63.8% | $107,525-69.8% | $84,808-61.7% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 18.69% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,116 | $3,113-32.0% | $3,754-43.6% | $2,631-19.6% |
| Participant deferral / active EE | $4,767 | $4,056+17.5% | $5,116-6.8% | $4,212+13.2% |
| Admin fee / account holder | $657 | $7,222-90.9% | $8,919-92.6% | $7,344-91.0% |