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 | $79,647 | $127,065-37.3% | $113,168-29.6% | $142,382-44.1% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 11.52% | 24.03%-12.5pp | 24.27%-12.7pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,356 | $3,442-2.5% | $2,975+12.8% | $4,299-21.9% |
| Participant deferral / active EE | $2,246 | $5,716-60.7% | $5,107-56.0% | $6,507-65.5% |
| Admin fee / account holder | $9,152 | $15,736-41.8% | $12,068-24.2% | $12,624-27.5% |