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 5-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 | $45,798 | $117,983-61.2% | $101,794-55.0% | $142,382-67.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 22.70% | 36.92%-14.2pp | 30.53%-7.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,199 | $2,773-20.7% | $2,289-3.9% | $4,299-48.8% |
| Participant deferral / active EE | $9,188 | $4,714+94.9% | $4,084+125.0% | $6,507+41.2% |
| Admin fee / account holder | $1,837 | $10,433-82.4% | $8,777-79.1% | $12,624-85.4% |