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 | $53,428 | $123,793-56.8% | $177,821-70.0% | $79,858-33.1% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 20.06% | 22.82%-2.8pp | 48.32%-28.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,398 | $4,095-65.9% | $5,918-76.4% | $2,471-43.4% |
| Participant deferral / active EE | $10,396 | $5,956+74.5% | $7,714+34.8% | $3,740+178.0% |
| Admin fee / account holder | $6,885 | $7,243-4.9% | $12,427-44.6% | $5,306+29.7% |