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 | $63,699 | $94,625-32.7% | $116,228-45.2% | $84,808-24.9% |
| Participation rate | 89.8% | 70.4%+19.4pp | 74.6%+15.3pp | 68.3%+21.5pp |
| Annual return | 15.35% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $665 | $2,347-71.7% | $2,994-77.8% | $2,631-74.7% |
| Participant deferral / active EE | $3,441 | $3,972-13.4% | $4,953-30.5% | $4,212-18.3% |
| Admin fee / account holder | $3,978 | $10,091-60.6% | $11,989-66.8% | $7,344-45.8% |