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 | $59,358 | $181,894-67.4% | $156,549-62.1% | $273,961-78.3% |
| Participation rate | 88.2% | 88.4%-0.1pp | 84.0%+4.2pp | 83.0%+5.2pp |
| Annual return | 9.67% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,351 | $6,248-78.4% | $5,501-75.4% | $4,869-72.2% |
| Participant deferral / active EE | $4,341 | $5,550-21.8% | $4,871-10.9% | $5,287-17.9% |
| Admin fee / account holder | $493 | $15,559-96.8% | $13,027-96.2% | $10,132-95.1% |