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 | $52,893 | $125,758-57.9% | $169,993-68.9% | $75,163-29.6% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 17.42% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,805 | $4,615-60.9% | $6,785-73.4% | $2,670-32.4% |
| Participant deferral / active EE | $6,849 | $6,837+0.2% | $10,408-34.2% | $4,125+66.0% |
| Admin fee / account holder | $8,173 | $8,1730% | $12,815-36.2% | $5,651+44.6% |