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 | $64,870 | $95,803-32.3% | $113,168-42.7% | $84,808-23.5% |
| Participation rate | 89.4% | 72.9%+16.5pp | 76.6%+12.8pp | 68.3%+21.1pp |
| Annual return | 18.87% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $715 | $2,360-69.7% | $2,975-76.0% | $2,631-72.8% |
| Participant deferral / active EE | $3,049 | $4,242-28.1% | $5,107-40.3% | $4,212-27.6% |
| Admin fee / account holder | $5,050 | $8,989-43.8% | $12,068-58.2% | $7,344-31.2% |