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 | $63,443 | $89,753-29.3% | $107,525-41.0% | $84,808-25.2% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 14.87% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,733 | $3,113-12.2% | $3,754-27.2% | $2,631+3.9% |
| Participant deferral / active EE | $5,355 | $4,056+32.0% | $5,116+4.7% | $4,212+27.1% |
| Admin fee / account holder | $4,363 | $7,222-39.6% | $8,919-51.1% | $7,344-40.6% |