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 | $65,865 | $87,013-24.3% | $106,213-38.0% | $80,856-18.5% |
| Participation rate | 89.7% | 70.4%+19.3pp | 75.3%+14.5pp | 67.6%+22.1pp |
| Annual return | 13.22% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,128 | $2,395-11.2% | $3,171-32.9% | $2,755-22.8% |
| Participant deferral / active EE | $4,104 | $3,986+3.0% | $5,016-18.2% | $4,296-4.5% |
| Admin fee / account holder | $1,918 | $8,431-77.3% | $11,033-82.6% | $6,918-72.3% |