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 | $54,770 | $109,881-50.2% | $150,045-63.5% | $84,808-35.4% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 30.19% | 28.25%+1.9pp | 62.55%-32.4pp | 40.90%-10.7pp |
| Employer contribution / active EE | $3,108 | $3,561-12.7% | $4,693-33.8% | $2,631+18.1% |
| Participant deferral / active EE | $7,778 | $6,636+17.2% | $7,997-2.7% | $4,212+84.7% |
| Admin fee / account holder | $3,253 | $8,568-62.0% | $13,435-75.8% | $7,344-55.7% |