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 | $69,564 | $101,724-31.6% | $164,813-57.8% | $80,856-14.0% |
| Participation rate | 75.9% | 71.8%+4.0pp | 78.6%-2.7pp | 67.6%+8.2pp |
| Annual return | 10.60% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,678 | $2,953-43.2% | $4,341-61.4% | $2,755-39.1% |
| Participant deferral / active EE | $3,572 | $4,477-20.2% | $6,031-40.8% | $4,296-16.8% |
| Admin fee / account holder | $2,306 | $8,227-72.0% | $12,690-81.8% | $6,918-66.7% |