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 | $55,988 | $60,892-8.1% | $82,389-32.0% | $84,808-34.0% |
| Participation rate | 70.8% | 63.3%+7.5pp | 69.5%+1.2pp | 68.3%+2.5pp |
| Annual return | 20.25% | 37.29%-17.0pp | 28.67%-8.4pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,385 | $1,779+34.1% | $2,517-5.2% | $2,631-9.3% |
| Participant deferral / active EE | $10,111 | $3,179+218.1% | $4,155+143.4% | $4,212+140.1% |
| Admin fee / account holder | $1,160 | $5,467-78.8% | $7,231-84.0% | $7,344-84.2% |