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 | $76,842 | $148,978-48.4% | $200,582-61.7% | $84,808-9.4% |
| Participation rate | 78.4% | 84.2%-5.9pp | 86.9%-8.5pp | 68.3%+10.1pp |
| Annual return | 18.89% | 28.16%-9.3pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,601 | $4,815-46.0% | $6,419-59.5% | $2,631-1.1% |
| Participant deferral / active EE | $6,263 | $7,142-12.3% | $9,331-32.9% | $4,212+48.7% |
| Admin fee / account holder | $342 | $13,977-97.6% | $16,305-97.9% | $7,344-95.3% |