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 | $55,509 | $91,190-39.1% | $178,490-68.9% | $79,858-30.5% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 11.82% | 24.19%-12.4pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,684 | $3,256-17.6% | $5,011-46.4% | $2,471+8.6% |
| Participant deferral / active EE | $5,828 | $3,236+80.1% | $5,202+12.0% | $3,740+55.8% |
| Admin fee / account holder | $10,690 | $6,751+58.3% | $13,984-23.6% | $5,306+101.5% |