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 | $69,134 | $78,422-11.8% | $95,952-27.9% | $79,858-13.4% |
| Participation rate | 71.2% | 73.5%-2.3pp | 77.1%-5.9pp | 69.6%+1.5pp |
| Annual return | 17.71% | 19.37%-1.7pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,432 | $1,945+25.0% | $2,541-4.3% | $2,471-1.6% |
| Participant deferral / active EE | $2,943 | $3,440-14.5% | $4,167-29.4% | $3,740-21.3% |
| Admin fee / account holder | $2,464 | $5,622-56.2% | $6,795-63.7% | $5,306-53.6% |