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 5-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 | $49,386 | $89,753-45.0% | $107,525-54.1% | $84,808-41.8% |
| Participation rate | 79.3% | 68.1%+11.2pp | 75.1%+4.2pp | 68.3%+11.0pp |
| Annual return | 19.50% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,848 | $3,113-40.6% | $3,754-50.8% | $2,631-29.7% |
| Participant deferral / active EE | $3,862 | $4,056-4.8% | $5,116-24.5% | $4,212-8.3% |
| Admin fee / account holder | $1,461 | $7,222-79.8% | $8,919-83.6% | $7,344-80.1% |