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 | $70,559 | $117,983-40.2% | $101,794-30.7% | $142,382-50.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 12.41% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $995 | $2,773-64.1% | $2,289-56.5% | $4,299-76.8% |
| Participant deferral / active EE | $3,029 | $4,714-35.7% | $4,084-25.8% | $6,507-53.4% |
| Admin fee / account holder | $4,545 | $10,433-56.4% | $8,777-48.2% | $12,624-64.0% |