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 | $66,060 | $95,803-31.0% | $113,168-41.6% | $84,808-22.1% |
| Participation rate | 92.1% | 72.9%+19.2pp | 76.6%+15.5pp | 68.3%+23.8pp |
| Annual return | 22.29% | 25.00%-2.7pp | 24.27%-2.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,650 | $2,360-30.1% | $2,975-44.5% | $2,631-37.3% |
| Participant deferral / active EE | $3,694 | $4,242-12.9% | $5,107-27.7% | $4,212-12.3% |
| Admin fee / account holder | $1,781 | $8,989-80.2% | $12,068-85.2% | $7,344-75.7% |