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 | $82,540 | $109,413-24.6% | $156,263-47.2% | $84,808-2.7% |
| Participation rate | 74.4% | 72.7%+1.7pp | 78.9%-4.5pp | 68.3%+6.1pp |
| Annual return | 12.95% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,042 | $2,907-64.1% | $4,333-75.9% | $2,631-60.4% |
| Participant deferral / active EE | $2,425 | $4,590-47.2% | $6,158-60.6% | $4,212-42.4% |
| Admin fee / account holder | $7,906 | $9,357-15.5% | $14,255-44.5% | $7,344+7.7% |