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 | $86,342 | $127,065-32.0% | $113,168-23.7% | $142,382-39.4% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 17.54% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,553 | $3,442-54.9% | $2,975-47.8% | $4,299-63.9% |
| Participant deferral / active EE | $2,159 | $5,716-62.2% | $5,107-57.7% | $6,507-66.8% |
| Admin fee / account holder | $5,717 | $15,736-63.7% | $12,068-52.6% | $12,624-54.7% |