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 | $61,173 | $60,892+0.5% | $82,389-25.8% | $84,808-27.9% |
| Participation rate | 74.2% | 63.3%+10.9pp | 69.5%+4.6pp | 68.3%+5.9pp |
| Annual return | 17.83% | 37.29%-19.5pp | 28.67%-10.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,821 | $1,779+2.4% | $2,517-27.6% | $2,631-30.8% |
| Participant deferral / active EE | $2,936 | $3,179-7.6% | $4,155-29.3% | $4,212-30.3% |
| Admin fee / account holder | $1,410 | $5,467-74.2% | $7,231-80.5% | $7,344-80.8% |