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 | $65,678 | $148,978-55.9% | $200,582-67.3% | $84,808-22.6% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 22.02% | 28.16%-6.1pp | 42.33%-20.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $5,315 | $4,815+10.4% | $6,419-17.2% | $2,631+102.0% |
| Participant deferral / active EE | $8,089 | $7,142+13.3% | $9,331-13.3% | $4,212+92.1% |
| Admin fee / account holder | $5,677 | $13,977-59.4% | $16,305-65.2% | $7,344-22.7% |