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 | $78,674 | $94,625-16.9% | $116,228-32.3% | $84,808-7.2% |
| Participation rate | 78.4% | 70.4%+7.9pp | 74.6%+3.8pp | 68.3%+10.1pp |
| Annual return | 16.84% | 20.40%-3.6pp | 90.06%-73.2pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,844 | $2,347-21.4% | $2,994-38.4% | $2,631-29.9% |
| Participant deferral / active EE | $4,446 | $3,972+11.9% | $4,953-10.2% | $4,212+5.6% |
| Admin fee / account holder | $2,093 | $10,091-79.3% | $11,989-82.5% | $7,344-71.5% |