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 | $70,988 | $86,929-18.3% | $102,423-30.7% | $80,856-12.2% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 17.78% | 18.88%-1.1pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,474 | $2,369+4.4% | $3,023-18.2% | $2,755-10.2% |
| Participant deferral / active EE | $5,145 | $4,118+24.9% | $5,053+1.8% | $4,296+19.8% |
| Admin fee / account holder | $1,844 | $8,049-77.1% | $9,451-80.5% | $6,918-73.3% |