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 | $69,163 | $76,367-9.4% | $93,606-26.1% | $72,985-5.2% |
| Participation rate | 76.2% | 71.7%+4.4pp | 75.8%+0.4pp | 69.5%+6.7pp |
| Annual return | 21.25% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $611 | $2,275-73.1% | $2,718-77.5% | $2,440-75.0% |
| Participant deferral / active EE | $2,946 | $3,538-16.7% | $4,069-27.6% | $3,607-18.3% |
| Admin fee / account holder | $1,457 | $6,838-78.7% | $7,888-81.5% | $5,124-71.6% |