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 | $59,905 | $94,625-36.7% | $116,228-48.5% | $84,808-29.4% |
| Participation rate | 80.8% | 70.4%+10.3pp | 74.6%+6.2pp | 68.3%+12.5pp |
| Annual return | 13.43% | 20.40%-7.0pp | 90.06%-76.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,397 | $2,347+2.2% | $2,994-19.9% | $2,631-8.9% |
| Participant deferral / active EE | $5,245 | $3,972+32.0% | $4,953+5.9% | $4,212+24.5% |
| Admin fee / account holder | $974 | $10,091-90.3% | $11,989-91.9% | $7,344-86.7% |