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 | $57,848 | $107,452-46.2% | $91,541-36.8% | $142,382-59.4% |
| Participation rate | 85.0% | 75.1%+9.9pp | 69.8%+15.2pp | 80.1%+4.9pp |
| Annual return | 19.55% | 22.06%-2.5pp | 20.50%-1.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $18,149 | $2,994+506.1% | $2,505+624.6% | $4,299+322.2% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,040 | $8,834-88.2% | $6,956-85.1% | $12,624-91.8% |