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 | $72,665 | $91,552-20.6% | $133,956-45.8% | $79,858-9.0% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 17.37% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,161 | $2,384-9.3% | $3,919-44.9% | $2,471-12.6% |
| Participant deferral / active EE | $5,369 | $3,733+43.8% | $5,048+6.4% | $3,740+43.5% |
| Admin fee / account holder | $2,121 | $6,321-66.5% | $8,927-76.2% | $5,306-60.0% |