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 | $63,698 | $81,460-21.8% | $103,333-38.4% | $80,856-21.2% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 18.46% | 25.55%-7.1pp | 24.88%-6.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,374 | $3,105+8.7% | $3,868-12.8% | $2,755+22.5% |
| Participant deferral / active EE | $7,810 | $3,869+101.9% | $5,057+54.4% | $4,296+81.8% |
| Admin fee / account holder | $9,202 | $6,566+40.1% | $8,355+10.1% | $6,918+33.0% |