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 | $69,157 | $83,477-17.2% | $125,175-44.8% | $72,985-5.2% |
| Participation rate | 71.0% | 73.3%-2.3pp | 79.8%-8.8pp | 69.5%+1.5pp |
| Annual return | 21.95% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,310 | $2,345+41.1% | $3,865-14.4% | $2,440+35.7% |
| Participant deferral / active EE | $8,283 | $3,585+131.0% | $4,937+67.8% | $3,607+129.6% |
| Admin fee / account holder | $3,850 | $5,517-30.2% | $9,702-60.3% | $5,124-24.9% |