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 | $62,105 | $107,334-42.1% | $92,893-33.1% | $152,861-59.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 15.78% | 145.58%-129.8pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $4,093 | $4,221-3.0% | $3,653+12.0% | $4,762-14.1% |
| Participant deferral / active EE | $2,424 | $4,845-50.0% | $4,236-42.8% | $5,850-58.6% |
| Admin fee / account holder | $2,988 | $7,079-57.8% | $5,794-48.4% | $11,596-74.2% |