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 | $74,608 | $109,881-32.1% | $150,045-50.3% | $84,808-12.0% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 17.67% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,798 | $3,561+6.7% | $4,693-19.1% | $2,631+44.4% |
| Participant deferral / active EE | $6,449 | $6,636-2.8% | $7,997-19.4% | $4,212+53.1% |
| Admin fee / account holder | $4,778 | $8,568-44.2% | $13,435-64.4% | $7,344-34.9% |