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 | $66,273 | $101,724-34.8% | $164,813-59.8% | $80,856-18.0% |
| Participation rate | 77.6% | 71.8%+5.7pp | 78.6%-1.1pp | 67.6%+9.9pp |
| Annual return | 11.85% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,419 | $2,953-18.1% | $4,341-44.3% | $2,755-12.2% |
| Participant deferral / active EE | $4,481 | $4,477+0.1% | $6,031-25.7% | $4,296+4.3% |
| Admin fee / account holder | $3,265 | $8,227-60.3% | $12,690-74.3% | $6,918-52.8% |