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 | $56,950 | $71,050-19.8% | $93,606-39.2% | $80,856-29.6% |
| Participation rate | 75.3% | 60.4%+14.9pp | 68.7%+6.6pp | 67.6%+7.7pp |
| Annual return | 14.98% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,137 | $1,564+36.6% | $2,420-11.7% | $2,755-22.4% |
| Participant deferral / active EE | $4,620 | $4,034+14.5% | $4,411+4.7% | $4,296+7.5% |
| Admin fee / account holder | $2,117 | $6,945-69.5% | $8,285-74.4% | $6,918-69.4% |