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 | $60,760 | $78,926-23.0% | $136,749-55.6% | $84,808-28.4% |
| Participation rate | 91.4% | 62.2%+29.2pp | 72.1%+19.2pp | 68.3%+23.1pp |
| Annual return | 17.46% | 18.17%-0.7pp | 24.33%-6.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,583 | $2,134-25.8% | $3,400-53.4% | $2,631-39.8% |
| Participant deferral / active EE | $2,382 | $3,168-24.8% | $4,692-49.2% | $4,212-43.5% |
| Admin fee / account holder | $1,758 | $6,369-72.4% | $11,386-84.6% | $7,344-76.1% |