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 | $60,390 | $109,413-44.8% | $156,263-61.4% | $84,808-28.8% |
| Participation rate | 71.2% | 72.7%-1.5pp | 78.9%-7.8pp | 68.3%+2.8pp |
| Annual return | 16.85% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,871 | $2,907-35.6% | $4,333-56.8% | $2,631-28.9% |
| Participant deferral / active EE | $4,687 | $4,590+2.1% | $6,158-23.9% | $4,212+11.3% |
| Admin fee / account holder | $2,776 | $9,357-70.3% | $14,255-80.5% | $7,344-62.2% |