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 | $51,779 | $77,899-33.5% | $149,673-65.4% | $75,163-31.1% |
| Participation rate | 82.8% | 65.6%+17.2pp | 78.8%+4.0pp | 67.2%+15.6pp |
| Annual return | 20.78% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,866 | $3,137-40.5% | $4,818-61.3% | $2,670-30.1% |
| Participant deferral / active EE | $4,847 | $3,411+42.1% | $5,680-14.7% | $4,125+17.5% |
| Admin fee / account holder | $939 | $5,956-84.2% | $13,210-92.9% | $5,651-83.4% |