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 | $74,294 | $80,673-7.9% | $101,326-26.7% | $84,808-12.4% |
| Participation rate | 82.0% | 77.8%+4.2pp | 81.5%+0.5pp | 68.3%+13.7pp |
| Annual return | 14.69% | 38.95%-24.3pp | 36.82%-22.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,260 | $2,698-16.2% | $3,665-38.3% | $2,631-14.1% |
| Participant deferral / active EE | $3,879 | $6,840-43.3% | $7,994-51.5% | $4,212-7.9% |
| Admin fee / account holder | $494 | $12,784-96.1% | $11,185-95.6% | $7,344-93.3% |