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 | $65,902 | $86,929-24.2% | $102,423-35.7% | $80,856-18.5% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 11.87% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $976 | $2,369-58.8% | $3,023-67.7% | $2,755-64.6% |
| Participant deferral / active EE | $2,464 | $4,118-40.2% | $5,053-51.2% | $4,296-42.7% |
| Admin fee / account holder | $3,248 | $8,049-59.6% | $9,451-65.6% | $6,918-53.0% |