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 | $73,749 | $80,717-8.6% | $154,803-52.4% | $84,808-13.0% |
| Participation rate | 72.4% | 66.8%+5.6pp | 78.1%-5.7pp | 68.3%+4.1pp |
| Annual return | 25.79% | 37.96%-12.2pp | 58.88%-33.1pp | 40.90%-15.1pp |
| Employer contribution / active EE | $2,301 | $2,761-16.7% | $4,305-46.6% | $2,631-12.5% |
| Participant deferral / active EE | $5,047 | $3,303+52.8% | $5,540-8.9% | $4,212+19.8% |
| Admin fee / account holder | $947 | $6,746-86.0% | $14,329-93.4% | $7,344-87.1% |