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 | $65,836 | $78,672-16.3% | $109,143-39.7% | $85,850-23.3% |
| Participation rate | 84.4% | 68.3%+16.1pp | 75.9%+8.5pp | 69.3%+15.1pp |
| Annual return | 13.09% | 25.09%-12.0pp | 25.75%-12.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,526 | $2,735-7.6% | $3,722-32.1% | $2,565-1.5% |
| Participant deferral / active EE | $5,009 | $3,467+44.5% | $4,653+7.6% | $3,952+26.7% |
| Admin fee / account holder | $6,820 | $5,469+24.7% | $6,752+1.0% | $6,260+8.9% |