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 | $61,479 | $74,927-17.9% | $101,794-39.6% | $84,808-27.5% |
| Participation rate | 86.4% | 61.4%+25.0pp | 69.2%+17.2pp | 68.3%+18.1pp |
| Annual return | 15.18% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $446 | $1,522-70.7% | $2,289-80.5% | $2,631-83.0% |
| Participant deferral / active EE | $3,898 | $3,099+25.8% | $4,084-4.6% | $4,212-7.4% |
| Admin fee / account holder | $3,015 | $6,514-53.7% | $8,777-65.7% | $7,344-58.9% |