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 | $51,749 | $71,050-27.2% | $93,606-44.7% | $80,856-36.0% |
| Participation rate | 81.0% | 60.4%+20.5pp | 68.7%+12.2pp | 67.6%+13.3pp |
| Annual return | 12.71% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,987 | $1,564+27.1% | $2,420-17.9% | $2,755-27.9% |
| Participant deferral / active EE | $5,274 | $4,034+30.8% | $4,411+19.6% | $4,296+22.8% |
| Admin fee / account holder | $2,620 | $6,945-62.3% | $8,285-68.4% | $6,918-62.1% |