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 | $82,614 | $94,625-12.7% | $116,228-28.9% | $84,808-2.6% |
| Participation rate | 77.9% | 70.4%+7.5pp | 74.6%+3.4pp | 68.3%+9.6pp |
| Annual return | 21.37% | 20.40%+1.0pp | 90.06%-68.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $4,841 | $2,347+106.3% | $2,994+61.7% | $2,631+84.0% |
| Participant deferral / active EE | $6,596 | $3,972+66.1% | $4,953+33.2% | $4,212+56.6% |
| Admin fee / account holder | $6,738 | $10,091-33.2% | $11,989-43.8% | $7,344-8.2% |