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 | $62,160 | $76,050-18.3% | $96,544-35.6% | $71,457-13.0% |
| Participation rate | 85.7% | 74.4%+11.3pp | 76.0%+9.8pp | 67.9%+17.8pp |
| Annual return | 19.07% | 22.81%-3.7pp | 25.84%-6.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $3,121 | $2,244+39.1% | $2,965+5.3% | $2,588+20.6% |
| Participant deferral / active EE | $8,825 | $4,215+109.4% | $4,851+81.9% | $4,289+105.8% |
| Admin fee / account holder | $3,516 | $2,707+29.9% | $8,252-57.4% | $1,587+121.5% |