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 | $71,413 | $72,492-1.5% | $87,100-18.0% | $72,985-2.2% |
| Participation rate | 82.8% | 72.8%+9.9pp | 76.9%+5.9pp | 69.5%+13.3pp |
| Annual return | 21.33% | 24.46%-3.1pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $996 | $1,894-47.4% | $2,521-60.5% | $2,440-59.2% |
| Participant deferral / active EE | $2,811 | $3,270-14.0% | $4,049-30.6% | $3,607-22.1% |
| Admin fee / account holder | $2,273 | $5,055-55.0% | $7,497-69.7% | $5,124-55.6% |