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 | $66,771 | $81,248-17.8% | $155,509-57.1% | $80,856-17.4% |
| Participation rate | 98.0% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 12.37% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,507 | $3,100-19.1% | $4,672-46.3% | $2,755-9.0% |
| Participant deferral / active EE | $3,636 | $3,452+5.3% | $5,626-35.4% | $4,296-15.4% |
| Admin fee / account holder | $1,625 | $7,997-79.7% | $15,912-89.8% | $6,918-76.5% |