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 | $71,125 | $135,952-47.7% | $123,892-42.6% | $273,961-74.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.97% | 56.63%-48.7pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $4,136 | $5,170-20.0% | $4,617-10.4% | $4,869-15.1% |
| Participant deferral / active EE | $8,517 | $6,343+34.3% | $5,984+42.3% | $5,287+61.1% |
| Admin fee / account holder | $1,428 | $9,817-85.5% | $8,357-82.9% | $10,132-85.9% |