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 | $77,444 | $109,881-29.5% | $150,045-48.4% | $84,808-8.7% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,921 | $3,561-46.1% | $4,693-59.1% | $2,631-27.0% |
| Participant deferral / active EE | $6,547 | $6,636-1.3% | $7,997-18.1% | $4,212+55.5% |
| Admin fee / account holder | $5,750 | $8,568-32.9% | $13,435-57.2% | $7,344-21.7% |