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 | $62,627 | $86,929-28.0% | $102,423-38.9% | $80,856-22.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.89% | 18.88%-1.0pp | 29.32%-11.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,305 | $2,369+39.5% | $3,023+9.3% | $2,755+20.0% |
| Participant deferral / active EE | $5,331 | $4,118+29.5% | $5,053+5.5% | $4,296+24.1% |
| Admin fee / account holder | $3,088 | $8,049-61.6% | $9,451-67.3% | $6,918-55.4% |