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 | $73,650 | $99,341-25.9% | $84,750-13.1% | $273,961-73.1% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.25% | 22.93%-16.7pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,553 | $4,214-63.1% | $3,574-56.6% | $4,869-68.1% |
| Participant deferral / active EE | $5,639 | $4,269+32.1% | $3,712+51.9% | $5,287+6.7% |
| Admin fee / account holder | $6,857 | $6,644+3.2% | $5,332+28.6% | $10,132-32.3% |