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 | $71,782 | $95,803-25.1% | $113,168-36.6% | $84,808-15.4% |
| Participation rate | 80.4% | 72.9%+7.6pp | 76.6%+3.9pp | 68.3%+12.1pp |
| Annual return | 12.89% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,835 | $2,360+62.5% | $2,975+28.9% | $2,631+45.8% |
| Participant deferral / active EE | $9,160 | $4,242+115.9% | $5,107+79.4% | $4,212+117.5% |
| Admin fee / account holder | $7,764 | $8,989-13.6% | $12,068-35.7% | $7,344+5.7% |