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 | $53,519 | $176,812-69.7% | $146,665-63.5% | $167,490-68.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 15.26% | 24.03%-8.8pp | 22.74%-7.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,471 | $5,160-32.7% | $4,136-16.1% | $4,837-28.2% |
| Participant deferral / active EE | $7,230 | $6,440+12.3% | $5,506+31.3% | $6,341+14.0% |
| Admin fee / account holder | $434 | $13,259-96.7% | $10,280-95.8% | $12,309-96.5% |