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 | $60,656 | $64,480-5.9% | $81,382-25.5% | $80,856-25.0% |
| Participation rate | 79.2% | 63.9%+15.3pp | 69.5%+9.7pp | 67.6%+11.5pp |
| Annual return | 11.52% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,345 | $3,094-24.2% | $3,883-39.6% | $4,296-45.4% |
| Admin fee / account holder | $11,849 | $5,671+108.9% | $5,768+105.4% | $6,918+71.3% |