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 | $75,634 | $110,257-31.4% | $96,544-21.7% | $139,434-45.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 15.20% | 26.32%-11.1pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,924 | $3,620-46.8% | $2,965-35.1% | $4,751-59.5% |
| Participant deferral / active EE | $5,122 | $5,548-7.7% | $4,851+5.6% | $6,710-23.7% |
| Admin fee / account holder | $1,237 | $11,591-89.3% | $8,252-85.0% | $11,403-89.1% |