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 | $60,579 | $93,571-35.3% | $135,903-55.4% | $75,163-19.4% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 19.77% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,630 | $3,537-53.9% | $4,856-66.4% | $2,670-39.0% |
| Participant deferral / active EE | $6,614 | $6,404+3.3% | $7,758-14.7% | $4,125+60.3% |
| Admin fee / account holder | $2,502 | $6,975-64.1% | $10,762-76.7% | $5,651-55.7% |