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 | $68,674 | $95,803-28.3% | $113,168-39.3% | $84,808-19.0% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 26.47% | 25.00%+1.5pp | 24.27%+2.2pp | 40.90%-14.4pp |
| Employer contribution / active EE | $1,204 | $2,360-49.0% | $2,975-59.5% | $2,631-54.2% |
| Participant deferral / active EE | $6,065 | $4,242+43.0% | $5,107+18.8% | $4,212+44.0% |
| Admin fee / account holder | $2,045 | $8,989-77.2% | $12,068-83.1% | $7,344-72.2% |