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 | $70,153 | $91,552-23.4% | $133,956-47.6% | $79,858-12.2% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 13.82% | 61.85%-48.0pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,125 | $2,384-10.9% | $3,919-45.8% | $2,471-14.0% |
| Participant deferral / active EE | $4,058 | $3,733+8.7% | $5,048-19.6% | $3,740+8.5% |
| Admin fee / account holder | $29,172 | $6,321+361.5% | $8,927+226.8% | $5,306+449.8% |