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 | $56,312 | $91,552-38.5% | $133,956-58.0% | $79,858-29.5% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 23.60% | 61.85%-38.2pp | 45.09%-21.5pp | 31.71%-8.1pp |
| Employer contribution / active EE | $3,065 | $2,384+28.6% | $3,919-21.8% | $2,471+24.0% |
| Participant deferral / active EE | $4,682 | $3,733+25.4% | $5,048-7.2% | $3,740+25.2% |
| Admin fee / account holder | $795 | $6,321-87.4% | $8,927-91.1% | $5,306-85.0% |