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 | $57,049 | $78,422-27.3% | $95,952-40.5% | $79,858-28.6% |
| Participation rate | 79.7% | 73.5%+6.3pp | 77.1%+2.7pp | 69.6%+10.1pp |
| Annual return | 12.32% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,584 | $1,945-18.6% | $2,541-37.7% | $2,471-35.9% |
| Participant deferral / active EE | $3,020 | $3,440-12.2% | $4,167-27.5% | $3,740-19.2% |
| Admin fee / account holder | $3,485 | $5,622-38.0% | $6,795-48.7% | $5,306-34.3% |