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 | $59,140 | $67,606-12.5% | $82,313-28.2% | $70,131-15.7% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.9%+4.5pp | 69.5%+11.8pp |
| Annual return | 16.66% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,646 | $1,755-6.2% | $2,428-32.2% | $2,342-29.7% |
| Participant deferral / active EE | $3,135 | $2,987+5.0% | $3,706-15.4% | $3,332-5.9% |
| Admin fee / account holder | $2,289 | $4,512-49.3% | $5,608-59.2% | $4,645-50.7% |