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 | $98,279 | $135,952-27.7% | $123,892-20.7% | $273,961-64.1% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 7.17% | 56.63%-49.5pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,274 | $5,170-56.0% | $4,617-50.8% | $4,869-53.3% |
| Participant deferral / active EE | $5,031 | $6,343-20.7% | $5,984-15.9% | $5,287-4.8% |
| Admin fee / account holder | $2,067 | $9,817-78.9% | $8,357-75.3% | $10,132-79.6% |