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 | $55,158 | $78,672-29.9% | $109,143-49.5% | $85,850-35.8% |
| Participation rate | 74.5% | 68.3%+6.2pp | 75.9%-1.4pp | 69.3%+5.2pp |
| Annual return | 16.39% | 25.09%-8.7pp | 25.75%-9.4pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,174 | $2,735-20.5% | $3,722-41.6% | $2,565-15.2% |
| Participant deferral / active EE | $5,205 | $3,467+50.1% | $4,653+11.9% | $3,952+31.7% |
| Admin fee / account holder | $871 | $5,469-84.1% | $6,752-87.1% | $6,260-86.1% |