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 | $53,466 | $81,632-34.5% | $70,449-24.1% | $158,922-66.4% |
| Participation rate | 72.2% | 77.7%-5.5pp | 75.1%-2.8pp | 82.0%-9.7pp |
| Annual return | 12.13% | 208.40%-196.3pp | 109.03%-96.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,468 | $3,217-23.3% | $2,737-9.8% | $4,761-48.2% |
| Participant deferral / active EE | $5,201 | $4,554+14.2% | $3,709+40.2% | $5,982-13.1% |
| Admin fee / account holder | $3,961 | $6,193-36.0% | $3,845+3.0% | $11,246-64.8% |