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 | $60,092 | $94,625-36.5% | $116,228-48.3% | $84,808-29.1% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.6%+16.4pp | 68.3%+22.6pp |
| Annual return | 23.13% | 20.40%+2.7pp | 90.06%-66.9pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,551 | $2,347+8.7% | $2,994-14.8% | $2,631-3.0% |
| Participant deferral / active EE | $5,604 | $3,972+41.1% | $4,953+13.1% | $4,212+33.1% |
| Admin fee / account holder | $6,295 | $10,091-37.6% | $11,989-47.5% | $7,344-14.3% |