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 | $66,842 | $71,050-5.9% | $93,606-28.6% | $80,856-17.3% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.6pp | 67.6%+2.7pp |
| Annual return | 12.66% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,864 | $1,564+19.2% | $2,420-23.0% | $2,755-32.3% |
| Participant deferral / active EE | $6,491 | $4,034+60.9% | $4,411+47.2% | $4,296+51.1% |
| Admin fee / account holder | $11,634 | $6,945+67.5% | $8,285+40.4% | $6,918+68.2% |