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 | $68,051 | $80,717-15.7% | $154,803-56.0% | $84,808-19.8% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 24.12% | 37.96%-13.8pp | 58.88%-34.8pp | 40.90%-16.8pp |
| Employer contribution / active EE | $3,997 | $2,761+44.7% | $4,305-7.2% | $2,631+51.9% |
| Participant deferral / active EE | $4,528 | $3,303+37.1% | $5,540-18.3% | $4,212+7.5% |
| Admin fee / account holder | $508 | $6,746-92.5% | $14,329-96.5% | $7,344-93.1% |