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 | $68,877 | $80,717-14.7% | $154,803-55.5% | $84,808-18.8% |
| Participation rate | 73.9% | 66.8%+7.1pp | 78.1%-4.2pp | 68.3%+5.6pp |
| Annual return | 15.03% | 37.96%-22.9pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,838 | $2,761+2.8% | $4,305-34.1% | $2,631+7.9% |
| Participant deferral / active EE | $3,441 | $3,303+4.2% | $5,540-37.9% | $4,212-18.3% |
| Admin fee / account holder | $8,786 | $6,746+30.3% | $14,329-38.7% | $7,344+19.6% |