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 | $75,710 | $117,983-35.8% | $101,794-25.6% | $142,382-46.8% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 20.04% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,256 | $2,773+53.5% | $2,289+85.9% | $4,299-1.0% |
| Participant deferral / active EE | $4,488 | $4,714-4.8% | $4,084+9.9% | $6,507-31.0% |
| Admin fee / account holder | $1,330 | $10,433-87.3% | $8,777-84.8% | $12,624-89.5% |