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 | $62,358 | $80,968-23.0% | $96,544-35.4% | $75,163-17.0% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 14.52% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,118 | $2,282+36.6% | $2,965+5.2% | $2,670+16.8% |
| Participant deferral / active EE | $5,498 | $3,928+40.0% | $4,851+13.3% | $4,125+33.3% |
| Admin fee / account holder | $455 | $6,724-93.2% | $8,252-94.5% | $5,651-91.9% |