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 | $53,689 | $176,812-69.6% | $146,665-63.4% | $167,490-67.9% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 10.98% | 24.03%-13.0pp | 22.74%-11.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $9,877 | $5,160+91.4% | $4,136+138.8% | $4,837+104.2% |
| Participant deferral / active EE | $5,391 | $6,440-16.3% | $5,506-2.1% | $6,341-15.0% |
| Admin fee / account holder | $15,299 | $13,259+15.4% | $10,280+48.8% | $12,309+24.3% |