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 | $68,098 | $67,606+0.7% | $82,313-17.3% | $70,131-2.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 18.15% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $392 | $1,755-77.7% | $2,428-83.9% | $2,342-83.3% |
| Participant deferral / active EE | $2,541 | $2,987-14.9% | $3,706-31.4% | $3,332-23.7% |
| Admin fee / account holder | $1,448 | $4,512-67.9% | $5,608-74.2% | $4,645-68.8% |