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 | $74,693 | $61,605+21.2% | $112,229-33.4% | $75,163-0.6% |
| Participation rate | 84.0% | 61.7%+22.3pp | 72.4%+11.6pp | 67.2%+16.8pp |
| Annual return | 21.10% | 28.47%-7.4pp | 30.20%-9.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,457 | $2,015+71.5% | $3,430+0.8% | $2,670+29.5% |
| Participant deferral / active EE | $4,523 | $3,108+45.5% | $4,798-5.7% | $4,125+9.7% |
| Admin fee / account holder | $767 | $4,862-84.2% | $7,748-90.1% | $5,651-86.4% |