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 | $81,653 | $181,894-55.1% | $156,549-47.8% | $273,961-70.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 6.65% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,946 | $6,248-68.8% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $2,655 | $5,550-52.2% | $4,871-45.5% | $5,287-49.8% |
| Admin fee / account holder | $1,871 | $15,559-88.0% | $13,027-85.6% | $10,132-81.5% |