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 | $68,659 | $71,050-3.4% | $93,606-26.7% | $80,856-15.1% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 10.36% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,356 | $1,564-13.3% | $2,420-44.0% | $2,755-50.8% |
| Participant deferral / active EE | $6,624 | $4,034+64.2% | $4,411+50.2% | $4,296+54.2% |
| Admin fee / account holder | $7,460 | $6,945+7.4% | $8,285-10.0% | $6,918+7.8% |