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 | $52,360 | $127,386-58.9% | $115,037-54.5% | $125,391-58.2% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | 36.90% | 31.28%+5.6pp | 26.14%+10.8pp | 282.22%-245.3pp |
| Employer contribution / active EE | $4,090 | $5,166-20.8% | $4,608-11.2% | $4,866-16.0% |
| Participant deferral / active EE | $9,561 | $6,423+48.9% | $6,026+58.6% | $5,352+78.7% |
| Admin fee / account holder | $433 | $9,516-95.4% | $8,175-94.7% | $9,540-95.5% |