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 | $66,980 | $78,705-14.9% | $117,854-43.2% | $70,131-4.5% |
| Participation rate | 73.3% | 73.2%+0.1pp | 79.7%-6.3pp | 69.5%+3.8pp |
| Annual return | 16.20% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,375 | $2,223-38.2% | $3,786-63.7% | $2,342-41.3% |
| Participant deferral / active EE | $3,374 | $3,297+2.3% | $4,482-24.7% | $3,332+1.3% |
| Admin fee / account holder | $1,916 | $5,065-62.2% | $8,020-76.1% | $4,645-58.8% |