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 | $67,886 | $72,277-6.1% | $101,248-33.0% | $79,858-15.0% |
| Participation rate | 81.6% | 68.5%+13.1pp | 75.8%+5.8pp | 69.6%+11.9pp |
| Annual return | 18.47% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,066 | $2,692-60.4% | $3,660-70.9% | $2,471-56.9% |
| Participant deferral / active EE | $3,861 | $3,282+17.7% | $4,370-11.6% | $3,740+3.2% |
| Admin fee / account holder | $361 | $4,400-91.8% | $5,945-93.9% | $5,306-93.2% |