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 | $51,123 | $77,634-34.1% | $156,549-67.3% | $62,891-18.7% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 7.22% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,749 | $3,444+8.9% | $5,501-31.8% | $2,281+64.4% |
| Participant deferral / active EE | $6,711 | $3,045+120.4% | $4,871+37.8% | $3,203+109.5% |
| Admin fee / account holder | $946 | $5,561-83.0% | $13,027-92.7% | $4,296-78.0% |