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 | $58,214 | $89,753-35.1% | $107,525-45.9% | $84,808-31.4% |
| Participation rate | 88.1% | 68.1%+20.0pp | 75.1%+13.0pp | 68.3%+19.8pp |
| Annual return | 17.87% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,171 | $3,113-30.3% | $3,754-42.2% | $2,631-17.5% |
| Participant deferral / active EE | $5,466 | $4,056+34.8% | $5,116+6.9% | $4,212+29.8% |
| Admin fee / account holder | $1,877 | $7,222-74.0% | $8,919-79.0% | $7,344-74.4% |