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 | $48,822 | $89,753-45.6% | $107,525-54.6% | $84,808-42.4% |
| Participation rate | 86.2% | 68.1%+18.1pp | 75.1%+11.1pp | 68.3%+17.9pp |
| Annual return | 22.32% | 29.48%-7.2pp | 181.32%-159.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,176 | $3,113-30.1% | $3,754-42.0% | $2,631-17.3% |
| Participant deferral / active EE | $4,349 | $4,056+7.2% | $5,116-15.0% | $4,212+3.3% |
| Admin fee / account holder | $5,088 | $7,222-29.5% | $8,919-43.0% | $7,344-30.7% |