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 | $62,679 | $85,022-26.3% | $70,515-11.1% | $139,434-55.0% |
| Participation rate | 77.3% | 73.9%+3.4pp | 68.3%+8.9pp | 80.3%-3.0pp |
| Annual return | 17.13% | 30.38%-13.3pp | 32.77%-15.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,911 | $3,909+0.1% | $2,973+31.5% | $4,751-17.7% |
| Participant deferral / active EE | $3,339 | $5,890-43.3% | $4,567-26.9% | $6,710-50.2% |
| Admin fee / account holder | $989 | $8,906-88.9% | $6,412-84.6% | $11,403-91.3% |