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 | $60,503 | $162,781-62.8% | $133,956-54.8% | $158,922-61.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 16.47% | 41.94%-25.5pp | 45.09%-28.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $6,110 | $4,975+22.8% | $3,919+55.9% | $4,761+28.3% |
| Participant deferral / active EE | $9,473 | $5,911+60.3% | $5,048+87.7% | $5,982+58.4% |
| Admin fee / account holder | $11,377 | $11,736-3.1% | $8,927+27.4% | $11,246+1.2% |