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 | $71,297 | $89,753-20.6% | $107,525-33.7% | $84,808-15.9% |
| Participation rate | 76.8% | 68.1%+8.7pp | 75.1%+1.7pp | 68.3%+8.5pp |
| Annual return | 18.75% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,027 | $3,113-2.8% | $3,754-19.4% | $2,631+15.1% |
| Participant deferral / active EE | $6,144 | $4,056+51.5% | $5,116+20.1% | $4,212+45.9% |
| Admin fee / account holder | $3,360 | $7,222-53.5% | $8,919-62.3% | $7,344-54.2% |