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 | $69,263 | $117,983-41.3% | $101,794-32.0% | $142,382-51.4% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 15.49% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $627 | $2,773-77.4% | $2,289-72.6% | $4,299-85.4% |
| Participant deferral / active EE | $4,836 | $4,714+2.6% | $4,084+18.4% | $6,507-25.7% |
| Admin fee / account holder | $1,640 | $10,433-84.3% | $8,777-81.3% | $12,624-87.0% |