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 | $78,576 | $101,724-22.8% | $164,813-52.3% | $80,856-2.8% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.6%+9.3pp |
| Annual return | 15.26% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,315 | $2,953-21.6% | $4,341-46.7% | $2,755-16.0% |
| Participant deferral / active EE | $6,266 | $4,477+39.9% | $6,031+3.9% | $4,296+45.9% |
| Admin fee / account holder | $5,711 | $8,227-30.6% | $12,690-55.0% | $6,918-17.4% |