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 5-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 | $81,113 | $89,753-9.6% | $107,525-24.6% | $84,808-4.4% |
| Participation rate | 70.3% | 68.1%+2.2pp | 75.1%-4.8pp | 68.3%+2.0pp |
| Annual return | 15.34% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,081 | $3,113-1.1% | $3,754-17.9% | $2,631+17.1% |
| Participant deferral / active EE | $6,637 | $4,056+63.6% | $5,116+29.7% | $4,212+57.6% |
| Admin fee / account holder | $11,907 | $7,222+64.9% | $8,919+33.5% | $7,344+62.1% |