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 | $59,896 | $103,376-42.1% | $87,100-31.2% | $152,861-60.8% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 16.44% | 28.10%-11.7pp | 28.19%-11.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,042 | $3,220-36.6% | $2,521-19.0% | $4,762-57.1% |
| Participant deferral / active EE | $2,097 | $4,778-56.1% | $4,049-48.2% | $5,850-64.1% |
| Admin fee / account holder | $4,288 | $12,205-64.9% | $7,497-42.8% | $11,596-63.0% |