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 5-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 | $68,868 | $80,673-14.6% | $101,326-32.0% | $84,808-18.8% |
| Participation rate | 70.6% | 77.8%-7.2pp | 81.5%-10.9pp | 68.3%+2.3pp |
| Annual return | 18.85% | 38.95%-20.1pp | 36.82%-18.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,268 | $2,698+21.1% | $3,665-10.8% | $2,631+24.2% |
| Participant deferral / active EE | $7,612 | $6,840+11.3% | $7,994-4.8% | $4,212+80.7% |
| Admin fee / account holder | $691 | $12,784-94.6% | $11,185-93.8% | $7,344-90.6% |