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 | $68,358 | $124,281-45.0% | $109,143-37.4% | $167,490-59.2% |
| Participation rate | 76.5% | 79.4%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 13.86% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,482 | $4,207-41.0% | $3,722-33.3% | $4,837-48.7% |
| Participant deferral / active EE | $6,105 | $5,255+16.2% | $4,653+31.2% | $6,341-3.7% |
| Admin fee / account holder | $848 | $7,970-89.4% | $6,752-87.4% | $12,309-93.1% |