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 | $68,455 | $93,571-26.8% | $135,903-49.6% | $75,163-8.9% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 17.40% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,082 | $3,537-41.1% | $4,856-57.1% | $2,670-22.0% |
| Participant deferral / active EE | $5,523 | $6,404-13.8% | $7,758-28.8% | $4,125+33.9% |
| Admin fee / account holder | $2,770 | $6,975-60.3% | $10,762-74.3% | $5,651-51.0% |