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 | $65,331 | $99,341-34.2% | $84,750-22.9% | $273,961-76.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.33% | 22.93%-17.6pp | 22.78%-17.5pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,678 | $4,214-36.5% | $3,574-25.1% | $4,869-45.0% |
| Participant deferral / active EE | $2,678 | $4,269-37.3% | $3,712-27.9% | $5,287-49.4% |
| Admin fee / account holder | $867 | $6,644-87.0% | $5,332-83.7% | $10,132-91.4% |