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 | $62,907 | $95,803-34.3% | $113,168-44.4% | $84,808-25.8% |
| Participation rate | 85.2% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+16.9pp |
| Annual return | 16.26% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,862 | $2,360-21.1% | $2,975-37.4% | $2,631-29.2% |
| Participant deferral / active EE | $3,987 | $4,242-6.0% | $5,107-21.9% | $4,212-5.3% |
| Admin fee / account holder | $4,336 | $8,989-51.8% | $12,068-64.1% | $7,344-41.0% |