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 | $57,585 | $101,069-43.0% | $81,478-29.3% | $147,584-61.0% |
| Participation rate | 81.0% | 74.5%+6.5pp | 68.0%+13.0pp | 82.8%-1.9pp |
| Annual return | 17.23% | 32.40%-15.2pp | 38.78%-21.5pp | 578.55%-561.3pp |
| Employer contribution / active EE | $6,810 | $3,205+112.5% | $2,568+165.2% | $4,876+39.7% |
| Participant deferral / active EE | $4,684 | $4,242+10.4% | $3,537+32.5% | $5,439-13.9% |
| Admin fee / account holder | $24,761 | $5,812+326.0% | $4,561+442.9% | $10,885+127.5% |