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 | $64,639 | $101,724-36.5% | $164,813-60.8% | $80,856-20.1% |
| Participation rate | 70.7% | 71.8%-1.1pp | 78.6%-7.9pp | 67.6%+3.1pp |
| Annual return | 14.10% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,310 | $2,953-21.8% | $4,341-46.8% | $2,755-16.2% |
| Participant deferral / active EE | $5,926 | $4,477+32.4% | $6,031-1.7% | $4,296+38.0% |
| Admin fee / account holder | $861 | $8,227-89.5% | $12,690-93.2% | $6,918-87.6% |