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 | $55,826 | $115,770-51.8% | $101,248-44.9% | $158,922-64.9% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 30.52% | 56.14%-25.6pp | 46.47%-16.0pp | 302.83%-272.3pp |
| Employer contribution / active EE | $5,326 | $4,175+27.6% | $3,660+45.5% | $4,761+11.9% |
| Participant deferral / active EE | $6,118 | $4,957+23.4% | $4,370+40.0% | $5,982+2.3% |
| Admin fee / account holder | $1,317 | $7,245-81.8% | $5,945-77.8% | $11,246-88.3% |