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 | $66,962 | $80,717-17.0% | $154,803-56.7% | $84,808-21.0% |
| Participation rate | 75.4% | 66.8%+8.6pp | 78.1%-2.7pp | 68.3%+7.1pp |
| Annual return | 16.57% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $369 | $2,761-86.6% | $4,305-91.4% | $2,631-86.0% |
| Participant deferral / active EE | $3,962 | $3,303+20.0% | $5,540-28.5% | $4,212-5.9% |
| Admin fee / account holder | $970 | $6,746-85.6% | $14,329-93.2% | $7,344-86.8% |