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 | $69,742 | $81,460-14.4% | $103,333-32.5% | $80,856-13.7% |
| Participation rate | 75.5% | 66.8%+8.6pp | 74.5%+1.0pp | 67.6%+7.8pp |
| Annual return | 13.72% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $982 | $3,105-68.4% | $3,868-74.6% | $2,755-64.4% |
| Participant deferral / active EE | $3,864 | $3,869-0.1% | $5,057-23.6% | $4,296-10.0% |
| Admin fee / account holder | $5,420 | $6,566-17.5% | $8,355-35.1% | $6,918-21.7% |