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 | $65,512 | $72,277-9.4% | $101,248-35.3% | $79,858-18.0% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | 17.57% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,242 | $2,692+20.5% | $3,660-11.4% | $2,471+31.2% |
| Participant deferral / active EE | $5,062 | $3,282+54.2% | $4,370+15.8% | $3,740+35.3% |
| Admin fee / account holder | $1,353 | $4,400-69.3% | $5,945-77.2% | $5,306-74.5% |