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 | $63,477 | $95,803-33.7% | $113,168-43.9% | $84,808-25.2% |
| Participation rate | 91.7% | 72.9%+18.8pp | 76.6%+15.1pp | 68.3%+23.4pp |
| Annual return | 13.63% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $974 | $2,360-58.7% | $2,975-67.3% | $2,631-63.0% |
| Participant deferral / active EE | $3,768 | $4,242-11.2% | $5,107-26.2% | $4,212-10.5% |
| Admin fee / account holder | $7,021 | $8,989-21.9% | $12,068-41.8% | $7,344-4.4% |