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 | $54,785 | $152,587-64.1% | $125,175-56.2% | $152,861-64.2% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.4%-10.2pp |
| Annual return | 22.13% | 54.84%-32.7pp | 43.79%-21.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,810 | $4,946-23.0% | $3,865-1.4% | $4,762-20.0% |
| Participant deferral / active EE | $3,974 | $5,868-32.3% | $4,937-19.5% | $5,850-32.1% |
| Admin fee / account holder | $754 | $13,434-94.4% | $9,702-92.2% | $11,596-93.5% |