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 | $71,107 | $67,606+5.2% | $82,313-13.6% | $70,131+1.4% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 13.60% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,008 | $1,755-42.6% | $2,428-58.5% | $2,342-57.0% |
| Participant deferral / active EE | $2,963 | $2,987-0.8% | $3,706-20.0% | $3,332-11.1% |
| Admin fee / account holder | $1,756 | $4,512-61.1% | $5,608-68.7% | $4,645-62.2% |