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 | $65,873 | $58,523+12.6% | $99,443-33.8% | $72,985-9.7% |
| Participation rate | 72.7% | 64.6%+8.1pp | 73.8%-1.1pp | 69.5%+3.2pp |
| Annual return | 20.71% | 28.51%-7.8pp | 30.72%-10.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $606 | $1,512-59.9% | $2,540-76.1% | $2,440-75.2% |
| Participant deferral / active EE | $3,521 | $2,606+35.1% | $3,619-2.7% | $3,607-2.4% |
| Admin fee / account holder | $1,696 | $4,102-58.7% | $6,250-72.9% | $5,124-66.9% |