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 | $51,414 | $89,753-42.7% | $107,525-52.2% | $84,808-39.4% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 13.61% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,265 | $3,113-27.2% | $3,754-39.7% | $2,631-13.9% |
| Participant deferral / active EE | $4,613 | $4,056+13.7% | $5,116-9.8% | $4,212+9.5% |
| Admin fee / account holder | $2,785 | $7,222-61.4% | $8,919-68.8% | $7,344-62.1% |