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 | $74,914 | $80,717-7.2% | $154,803-51.6% | $84,808-11.7% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 15.54% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,521 | $2,761+63.7% | $4,305+5.0% | $2,631+71.8% |
| Participant deferral / active EE | $2,527 | $3,303-23.5% | $5,540-54.4% | $4,212-40.0% |
| Admin fee / account holder | $2,643 | $6,746-60.8% | $14,329-81.6% | $7,344-64.0% |