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 | $58,570 | $95,266-38.5% | $82,389-28.9% | $142,382-58.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 11.92% | 25.74%-13.8pp | 28.67%-16.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,678 | $2,991-43.9% | $2,517-33.3% | $4,299-61.0% |
| Participant deferral / active EE | $1,865 | $4,809-61.2% | $4,155-55.1% | $6,507-71.3% |
| Admin fee / account holder | $1,611 | $8,563-81.2% | $7,231-77.7% | $12,624-87.2% |