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 | $65,241 | $101,724-35.9% | $164,813-60.4% | $80,856-19.3% |
| Participation rate | 73.0% | 71.8%+1.1pp | 78.6%-5.6pp | 67.6%+5.3pp |
| Annual return | 12.91% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,958 | $2,953-33.7% | $4,341-54.9% | $2,755-28.9% |
| Participant deferral / active EE | $4,263 | $4,477-4.8% | $6,031-29.3% | $4,296-0.8% |
| Admin fee / account holder | $8,652 | $8,227+5.2% | $12,690-31.8% | $6,918+25.1% |