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 | $56,348 | $104,251-45.9% | $91,001-38.1% | $147,584-61.8% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 14.51% | 27.06%-12.6pp | 4.60%+9.9pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,710 | $3,116-45.1% | $2,456-30.3% | $4,876-64.9% |
| Participant deferral / active EE | $3,984 | $4,195-5.0% | $3,547+12.3% | $5,439-26.7% |
| Admin fee / account holder | $656 | $8,948-92.7% | $5,417-87.9% | $10,885-94.0% |