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 | $100,630 | $79,449+26.7% | $189,557-46.9% | $85,850+17.2% |
| Participation rate | 70.0% | 66.0%+4.0pp | 78.4%-8.4pp | 69.3%+0.7pp |
| Annual return | 16.37% | 18.45%-2.1pp | 64.17%-47.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,900 | $2,081-8.7% | $4,412-56.9% | $2,565-25.9% |
| Participant deferral / active EE | $5,145 | $4,051+27.0% | $6,174-16.7% | $3,952+30.2% |
| Admin fee / account holder | $852 | $5,377-84.2% | $9,807-91.3% | $6,260-86.4% |