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 | $61,159 | $76,367-19.9% | $93,606-34.7% | $72,985-16.2% |
| Participation rate | 71.9% | 71.7%+0.1pp | 75.8%-4.0pp | 69.5%+2.4pp |
| Annual return | 24.28% | 25.82%-1.5pp | 32.76%-8.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,658 | $2,275-27.1% | $2,718-39.0% | $2,440-32.0% |
| Participant deferral / active EE | $3,117 | $3,538-11.9% | $4,069-23.4% | $3,607-13.6% |
| Admin fee / account holder | $792 | $6,838-88.4% | $7,888-90.0% | $5,124-84.5% |