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 | $74,375 | $81,460-8.7% | $103,333-28.0% | $80,856-8.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 11.76% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,033 | $3,105-2.3% | $3,868-21.6% | $2,755+10.1% |
| Participant deferral / active EE | $5,684 | $3,869+46.9% | $5,057+12.4% | $4,296+32.3% |
| Admin fee / account holder | $1,780 | $6,566-72.9% | $8,355-78.7% | $6,918-74.3% |