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 | $45,989 | $105,931-56.6% | $81,930-43.9% | $158,922-71.1% |
| Participation rate | 86.7% | 75.6%+11.1pp | 72.0%+14.7pp | 82.0%+4.7pp |
| Annual return | 39.22% | 38.17%+1.0pp | 29.49%+9.7pp | 302.83%-263.6pp |
| Employer contribution / active EE | $2,219 | $7,800-71.6% | $4,310-48.5% | $4,761-53.4% |
| Participant deferral / active EE | $4,712 | $13,003-63.8% | $7,107-33.7% | $5,982-21.2% |
| Admin fee / account holder | $1,229 | $8,489-85.5% | $5,158-76.2% | $11,246-89.1% |