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 | $55,867 | $70,428-20.7% | $96,562-42.1% | $85,850-34.9% |
| Participation rate | 91.8% | 61.8%+30.0pp | 69.8%+22.0pp | 69.3%+22.5pp |
| Annual return | 12.32% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,225 | $1,413+57.5% | $2,356-5.6% | $2,565-13.3% |
| Participant deferral / active EE | $5,554 | $2,894+91.9% | $3,849+44.3% | $3,952+40.5% |
| Admin fee / account holder | $3,706 | $4,997-25.8% | $6,181-40.0% | $6,260-40.8% |