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 | $67,081 | $60,022+11.8% | $88,946-24.6% | $84,808-20.9% |
| Participation rate | 88.9% | 57.8%+31.0pp | 68.8%+20.0pp | 68.3%+20.6pp |
| Annual return | 16.17% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,378 | $1,703-19.1% | $2,555-46.1% | $2,631-47.6% |
| Participant deferral / active EE | $2,311 | $3,114-25.8% | $4,581-49.6% | $4,212-45.1% |
| Admin fee / account holder | $4,689 | $4,811-2.5% | $8,261-43.2% | $7,344-36.1% |