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 | $60,672 | $109,413-44.5% | $156,263-61.2% | $84,808-28.5% |
| Participation rate | 76.7% | 72.7%+4.0pp | 78.9%-2.2pp | 68.3%+8.4pp |
| Annual return | 14.41% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,433 | $2,907-50.7% | $4,333-66.9% | $2,631-45.5% |
| Participant deferral / active EE | $5,814 | $4,590+26.7% | $6,158-5.6% | $4,212+38.0% |
| Admin fee / account holder | $776 | $9,357-91.7% | $14,255-94.6% | $7,344-89.4% |