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 | $61,582 | $81,460-24.4% | $103,333-40.4% | $80,856-23.8% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.2pp | 67.6%+15.1pp |
| Annual return | 11.41% | 25.55%-14.1pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,646 | $3,105-47.0% | $3,868-57.4% | $2,755-40.2% |
| Participant deferral / active EE | $2,411 | $3,869-37.7% | $5,057-52.3% | $4,296-43.9% |
| Admin fee / account holder | $640 | $6,566-90.2% | $8,355-92.3% | $6,918-90.7% |