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 | $70,754 | $105,859-33.2% | $90,160-21.5% | $147,584-52.1% |
| Participation rate | 87.0% | 79.7%+7.2pp | 76.9%+10.1pp | 82.8%+4.1pp |
| Annual return | 14.47% | 37.63%-23.2pp | 34.88%-20.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,301 | $4,126-68.5% | $3,318-60.8% | $4,876-73.3% |
| Participant deferral / active EE | $6,269 | $5,733+9.3% | $5,288+18.6% | $5,439+15.3% |
| Admin fee / account holder | $8,118 | $8,046+0.9% | $5,943+36.6% | $10,885-25.4% |