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 | $76,749 | $94,625-18.9% | $116,228-34.0% | $84,808-9.5% |
| Participation rate | 87.8% | 70.4%+17.4pp | 74.6%+13.3pp | 68.3%+19.5pp |
| Annual return | 17.99% | 20.40%-2.4pp | 90.06%-72.1pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,440 | $2,347+4.0% | $2,994-18.5% | $2,631-7.3% |
| Participant deferral / active EE | $3,918 | $3,972-1.3% | $4,953-20.9% | $4,212-7.0% |
| Admin fee / account holder | $1,907 | $10,091-81.1% | $11,989-84.1% | $7,344-74.0% |