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 | $60,586 | $76,552-20.9% | $123,892-51.1% | $62,891-3.7% |
| Participation rate | 77.3% | 73.0%+4.3pp | 81.4%-4.1pp | 69.3%+8.0pp |
| Annual return | 7.66% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $757 | $2,883-73.7% | $4,617-83.6% | $2,281-66.8% |
| Participant deferral / active EE | $3,029 | $4,840-37.4% | $5,984-49.4% | $3,203-5.4% |
| Admin fee / account holder | $2,783 | $4,826-42.3% | $8,357-66.7% | $4,296-35.2% |