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 | $53,787 | $138,562-61.2% | $246,525-78.2% | $116,875-54.0% |
| Participation rate | 79.0% | 72.8%+6.2pp | 82.0%-2.9pp | 74.5%+4.5pp |
| Annual return | 16.71% | 16.14%+0.6pp | 0.46%+16.2pp | 16.29%+0.4pp |
| Employer contribution / active EE | $1,613 | $4,835-66.6% | $7,467-78.4% | $3,288-50.9% |
| Participant deferral / active EE | $2,133 | $4,207-49.3% | $5,422-60.7% | $3,885-45.1% |
| Admin fee / account holder | $764 | $18,110-95.8% | $16,551-95.4% | $12,263-93.8% |