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 | $72,299 | $109,881-34.2% | $150,045-51.8% | $84,808-14.7% |
| Participation rate | 83.8% | 76.1%+7.7pp | 82.3%+1.5pp | 68.3%+15.5pp |
| Annual return | 18.35% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,074 | $3,561+42.5% | $4,693+8.1% | $2,631+92.9% |
| Participant deferral / active EE | $11,666 | $6,636+75.8% | $7,997+45.9% | $4,212+177.0% |
| Admin fee / account holder | $1,386 | $8,568-83.8% | $13,435-89.7% | $7,344-81.1% |