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 | $65,218 | $94,625-31.1% | $116,228-43.9% | $84,808-23.1% |
| Participation rate | 75.4% | 70.4%+5.0pp | 74.6%+0.9pp | 68.3%+7.1pp |
| Annual return | 14.77% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,600 | $2,347-31.8% | $2,994-46.6% | $2,631-39.2% |
| Participant deferral / active EE | $3,702 | $3,972-6.8% | $4,953-25.3% | $4,212-12.1% |
| Admin fee / account holder | $3,302 | $10,091-67.3% | $11,989-72.5% | $7,344-55.0% |