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 | $53,763 | $54,705-1.7% | $71,209-24.5% | $84,808-36.6% |
| Participation rate | 95.1% | 64.1%+31.1pp | 73.8%+21.4pp | 68.3%+26.8pp |
| Annual return | 17.74% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,489 | $2,158+15.3% | $2,721-8.5% | $2,631-5.4% |
| Participant deferral / active EE | $6,422 | $3,030+111.9% | $4,175+53.8% | $4,212+52.5% |
| Admin fee / account holder | $4,135 | $4,863-15.0% | $5,349-22.7% | $7,344-43.7% |