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 | $60,147 | $76,367-21.2% | $93,606-35.7% | $72,985-17.6% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.5%+3.2pp |
| Annual return | 17.18% | 25.82%-8.6pp | 32.76%-15.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,027 | $2,275-54.9% | $2,718-62.2% | $2,440-57.9% |
| Participant deferral / active EE | $4,109 | $3,538+16.1% | $4,069+1.0% | $3,607+13.9% |
| Admin fee / account holder | $9,544 | $6,838+39.6% | $7,888+21.0% | $5,124+86.3% |