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 | $70,054 | $101,724-31.1% | $164,813-57.5% | $80,856-13.4% |
| Participation rate | 74.7% | 71.8%+2.9pp | 78.6%-3.9pp | 67.6%+7.1pp |
| Annual return | 10.75% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,889 | $2,953-2.2% | $4,341-33.4% | $2,755+4.9% |
| Participant deferral / active EE | $6,112 | $4,477+36.5% | $6,031+1.3% | $4,296+42.3% |
| Admin fee / account holder | $1,795 | $8,227-78.2% | $12,690-85.9% | $6,918-74.1% |