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 | $74,460 | $109,413-31.9% | $156,263-52.3% | $84,808-12.2% |
| Participation rate | 90.9% | 72.7%+18.2pp | 78.9%+12.0pp | 68.3%+22.6pp |
| Annual return | 16.32% | 20.18%-3.9pp | 59.47%-43.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,312 | $2,907+13.9% | $4,333-23.6% | $2,631+25.9% |
| Participant deferral / active EE | $3,132 | $4,590-31.8% | $6,158-49.1% | $4,212-25.6% |
| Admin fee / account holder | $3,684 | $9,357-60.6% | $14,255-74.2% | $7,344-49.8% |