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 | $61,240 | $65,365-6.3% | $92,893-34.1% | $72,985-16.1% |
| Participation rate | 78.4% | 68.3%+10.1pp | 76.0%+2.4pp | 69.5%+8.9pp |
| Annual return | 20.91% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,083 | $2,594+18.8% | $3,653-15.6% | $2,440+26.3% |
| Participant deferral / active EE | $5,274 | $3,128+68.6% | $4,236+24.5% | $3,607+46.2% |
| Admin fee / account holder | $2,830 | $4,251-33.4% | $5,794-51.1% | $5,124-44.8% |