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 | $81,102 | $109,881-26.2% | $150,045-45.9% | $84,808-4.4% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 16.70% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,718 | $3,561-23.7% | $4,693-42.1% | $2,631+3.3% |
| Participant deferral / active EE | $5,257 | $6,636-20.8% | $7,997-34.3% | $4,212+24.8% |
| Admin fee / account holder | $11,757 | $8,568+37.2% | $13,435-12.5% | $7,344+60.1% |