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 | $65,764 | $80,968-18.8% | $96,544-31.9% | $75,163-12.5% |
| Participation rate | 80.8% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.6pp |
| Annual return | 17.86% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $905 | $2,282-60.3% | $2,965-69.5% | $2,670-66.1% |
| Participant deferral / active EE | $5,983 | $3,928+52.3% | $4,851+23.3% | $4,125+45.0% |
| Admin fee / account holder | $7,420 | $6,724+10.3% | $8,252-10.1% | $5,651+31.3% |