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 7-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 | $71,048 | $80,717-12.0% | $154,803-54.1% | $84,808-16.2% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.2pp | 68.3%+7.6pp |
| Annual return | 22.05% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,785 | $2,761-35.3% | $4,305-58.5% | $2,631-32.1% |
| Participant deferral / active EE | $3,855 | $3,303+16.7% | $5,540-30.4% | $4,212-8.5% |
| Admin fee / account holder | $1,238 | $6,746-81.6% | $14,329-91.4% | $7,344-83.1% |