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 | $60,926 | $85,022-28.3% | $70,515-13.6% | $139,434-56.3% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 10.68% | 30.38%-19.7pp | 32.77%-22.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,993 | $3,909+2.2% | $2,973+34.3% | $4,751-15.9% |
| Participant deferral / active EE | $5,344 | $5,890-9.3% | $4,567+17.0% | $6,710-20.4% |
| Admin fee / account holder | $9,433 | $8,906+5.9% | $6,412+47.1% | $11,403-17.3% |