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 | $71,556 | $57,065+25.4% | $75,670-5.4% | $70,131+2.0% |
| Participation rate | 96.8% | 68.1%+28.7pp | 72.3%+24.4pp | 69.5%+27.2pp |
| Annual return | 15.79% | 23.57%-7.8pp | 27.34%-11.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,630 | $1,817-10.3% | $2,352-30.7% | $2,342-30.4% |
| Participant deferral / active EE | $3,076 | $2,580+19.2% | $3,142-2.1% | $3,332-7.7% |
| Admin fee / account holder | $3,170 | $3,825-17.1% | $5,800-45.3% | $4,645-31.7% |