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 | $50,308 | $91,552-45.0% | $133,956-62.4% | $79,858-37.0% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.5pp |
| Annual return | 14.79% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,982 | $2,384-16.9% | $3,919-49.4% | $2,471-19.8% |
| Participant deferral / active EE | $3,943 | $3,733+5.6% | $5,048-21.9% | $3,740+5.4% |
| Admin fee / account holder | $6,442 | $6,321+1.9% | $8,927-27.8% | $5,306+21.4% |