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 | $60,500 | $80,968-25.3% | $96,544-37.3% | $75,163-19.5% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 22.05% | 27.06%-5.0pp | 25.84%-3.8pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,884 | $2,282+26.4% | $2,965-2.7% | $2,670+8.0% |
| Participant deferral / active EE | $4,622 | $3,928+17.7% | $4,851-4.7% | $4,125+12.0% |
| Admin fee / account holder | $2,489 | $6,724-63.0% | $8,252-69.8% | $5,651-56.0% |