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 | $73,478 | $80,717-9.0% | $154,803-52.5% | $84,808-13.4% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 15.71% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,001 | $2,761-63.8% | $4,305-76.8% | $2,631-62.0% |
| Participant deferral / active EE | $2,593 | $3,303-21.5% | $5,540-53.2% | $4,212-38.4% |
| Admin fee / account holder | $2,487 | $6,746-63.1% | $14,329-82.6% | $7,344-66.1% |