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 3-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 | $50,800 | $87,013-41.6% | $106,213-52.2% | $80,856-37.2% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 25.38% | 17.05%+8.3pp | 116.14%-90.8pp | 35.59%-10.2pp |
| Employer contribution / active EE | $2,739 | $2,395+14.3% | $3,171-13.6% | $2,755-0.6% |
| Participant deferral / active EE | $4,514 | $3,986+13.2% | $5,016-10.0% | $4,296+5.1% |
| Admin fee / account holder | $1,061 | $8,431-87.4% | $11,033-90.4% | $6,918-84.7% |