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 | $65,537 | $78,926-17.0% | $136,749-52.1% | $84,808-22.7% |
| Participation rate | 95.2% | 62.2%+33.1pp | 72.1%+23.1pp | 68.3%+26.9pp |
| Annual return | 15.73% | 18.17%-2.4pp | 24.33%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,747 | $2,134-18.1% | $3,400-48.6% | $2,631-33.6% |
| Participant deferral / active EE | $5,376 | $3,168+69.7% | $4,692+14.6% | $4,212+27.7% |
| Admin fee / account holder | $5,322 | $6,369-16.4% | $11,386-53.3% | $7,344-27.5% |