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 | $64,332 | $86,929-26.0% | $102,423-37.2% | $80,856-20.4% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 32.48% | 18.88%+13.6pp | 29.32%+3.2pp | 35.59%-3.1pp |
| Employer contribution / active EE | $1,782 | $2,369-24.8% | $3,023-41.1% | $2,755-35.3% |
| Participant deferral / active EE | $3,649 | $4,118-11.4% | $5,053-27.8% | $4,296-15.0% |
| Admin fee / account holder | $2,562 | $8,049-68.2% | $9,451-72.9% | $6,918-63.0% |