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 | $61,344 | $58,512+4.8% | $84,015-27.0% | $72,985-15.9% |
| Participation rate | 71.4% | 61.2%+10.2pp | 69.0%+2.4pp | 69.5%+1.9pp |
| Annual return | 20.95% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,575 | $1,163+35.5% | $1,983-20.6% | $2,440-35.4% |
| Participant deferral / active EE | $2,263 | $2,394-5.5% | $3,239-30.1% | $3,607-37.3% |
| Admin fee / account holder | $1,543 | $4,569-66.2% | $6,101-74.7% | $5,124-69.9% |