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 | $64,109 | $89,753-28.6% | $107,525-40.4% | $84,808-24.4% |
| Participation rate | 81.6% | 68.1%+13.6pp | 75.1%+6.6pp | 68.3%+13.3pp |
| Annual return | 15.47% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,364 | $3,113-24.1% | $3,754-37.0% | $2,631-10.2% |
| Participant deferral / active EE | $3,630 | $4,056-10.5% | $5,116-29.0% | $4,212-13.8% |
| Admin fee / account holder | $7,180 | $7,222-0.6% | $8,919-19.5% | $7,344-2.2% |