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 | $66,535 | $93,170-28.6% | $100,534-33.8% | $84,808-21.5% |
| Participation rate | 88.6% | 75.8%+12.8pp | 80.6%+8.0pp | 68.3%+20.3pp |
| Annual return | 13.72% | 47.13%-33.4pp | 32.66%-18.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,403 | $3,985-64.8% | $4,346-67.7% | $2,631-46.7% |
| Participant deferral / active EE | $3,384 | $5,699-40.6% | $6,144-44.9% | $4,212-19.7% |
| Admin fee / account holder | $1,519 | $7,382-79.4% | $7,654-80.2% | $7,344-79.3% |