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 | $66,388 | $67,411-1.5% | $91,001-27.0% | $70,131-5.3% |
| Participation rate | 82.4% | 71.4%+11.0pp | 75.6%+6.8pp | 69.5%+12.8pp |
| Annual return | 18.91% | -40.16%+59.1pp | 4.60%+14.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,021 | $1,786+13.1% | $2,456-17.7% | $2,342-13.7% |
| Participant deferral / active EE | $3,275 | $2,823+16.0% | $3,547-7.7% | $3,332-1.7% |
| Admin fee / account holder | $1,862 | $4,236-56.1% | $5,417-65.6% | $4,645-59.9% |