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 | $62,418 | $127,065-50.9% | $113,168-44.8% | $142,382-56.2% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 11.84% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,009 | $3,442-41.6% | $2,975-32.5% | $4,299-53.3% |
| Participant deferral / active EE | $3,907 | $5,716-31.7% | $5,107-23.5% | $6,507-40.0% |
| Admin fee / account holder | $5,284 | $15,736-66.4% | $12,068-56.2% | $12,624-58.1% |