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 | $59,764 | $153,772-61.1% | $133,980-55.4% | $273,961-78.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 7.22% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,090 | $6,029-48.7% | $5,211-40.7% | $4,869-36.5% |
| Participant deferral / active EE | $5,065 | $6,958-27.2% | $6,282-19.4% | $5,287-4.2% |
| Admin fee / account holder | $703 | $11,765-94.0% | $9,324-92.5% | $10,132-93.1% |