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 | $53,362 | $92,222-42.1% | $76,768-30.5% | $135,375-60.6% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | 39.58% | 5.46%+34.1pp | 2.43%+37.2pp | 519.73%-480.2pp |
| Employer contribution / active EE | $3,039 | $3,216-5.5% | $2,485+22.3% | $4,779-36.4% |
| Participant deferral / active EE | $6,907 | $4,509+53.2% | $3,852+79.3% | $5,609+23.1% |
| Admin fee / account holder | $3,381 | $10,748-68.5% | $6,675-49.3% | $10,827-68.8% |