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 | $74,303 | $67,606+9.9% | $82,313-9.7% | $70,131+5.9% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 12.30% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,579 | $1,755-10.0% | $2,428-35.0% | $2,342-32.6% |
| Participant deferral / active EE | $2,824 | $2,987-5.5% | $3,706-23.8% | $3,332-15.2% |
| Admin fee / account holder | $666 | $4,512-85.2% | $5,608-88.1% | $4,645-85.7% |