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 | $56,746 | $78,672-27.9% | $109,143-48.0% | $85,850-33.9% |
| Participation rate | 73.6% | 68.3%+5.3pp | 75.9%-2.3pp | 69.3%+4.3pp |
| Annual return | 15.91% | 25.09%-9.2pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $902 | $2,735-67.0% | $3,722-75.8% | $2,565-64.8% |
| Participant deferral / active EE | $3,294 | $3,467-5.0% | $4,653-29.2% | $3,952-16.7% |
| Admin fee / account holder | $1,564 | $5,469-71.4% | $6,752-76.8% | $6,260-75.0% |