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 | $66,736 | $74,927-10.9% | $101,794-34.4% | $84,808-21.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 20.21% | 18.70%+1.5pp | 30.53%-10.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $958 | $1,522-37.0% | $2,289-58.1% | $2,631-63.6% |
| Participant deferral / active EE | $1,516 | $3,099-51.1% | $4,084-62.9% | $4,212-64.0% |
| Admin fee / account holder | $3,149 | $6,514-51.7% | $8,777-64.1% | $7,344-57.1% |