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 | $58,737 | $77,813-24.5% | $123,544-52.5% | $64,186-8.5% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.3%+7.0pp | 69.6%+19.7pp |
| Annual return | 7.08% | 12.48%-5.4pp | 119.20%-112.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $2,634 | $3,014-12.6% | $4,628-43.1% | $2,381+10.6% |
| Participant deferral / active EE | $3,453 | $5,240-34.1% | $6,426-46.3% | $3,470-0.5% |
| Admin fee / account holder | $2,141 | $5,519-61.2% | $9,284-76.9% | $4,888-56.2% |