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 | $47,304 | $78,705-39.9% | $117,854-59.9% | $70,131-32.5% |
| Participation rate | 70.0% | 73.2%-3.2pp | 79.7%-9.7pp | 69.5%+0.5pp |
| Annual return | 15.28% | 23.30%-8.0pp | 335.08%-319.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,639 | $2,223-26.3% | $3,786-56.7% | $2,342-30.0% |
| Participant deferral / active EE | $3,383 | $3,297+2.6% | $4,482-24.5% | $3,332+1.5% |
| Admin fee / account holder | $1,293 | $5,065-74.5% | $8,020-83.9% | $4,645-72.2% |