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 | $63,807 | $72,492-12.0% | $87,100-26.7% | $72,985-12.6% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | 21.84% | 24.46%-2.6pp | 28.19%-6.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,271 | $1,894-32.9% | $2,521-49.6% | $2,440-47.9% |
| Participant deferral / active EE | $3,198 | $3,270-2.2% | $4,049-21.0% | $3,607-11.3% |
| Admin fee / account holder | $4,033 | $5,055-20.2% | $7,497-46.2% | $5,124-21.3% |