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 | $68,347 | $68,719-0.5% | $91,541-25.3% | $84,808-19.4% |
| Participation rate | 81.3% | 64.5%+16.7pp | 69.8%+11.5pp | 68.3%+12.9pp |
| Annual return | 15.19% | 19.12%-3.9pp | 20.50%-5.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $399 | $1,920-79.2% | $2,505-84.1% | $2,631-84.8% |
| Participant deferral / active EE | $2,783 | $3,136-11.2% | $4,008-30.6% | $4,212-33.9% |
| Admin fee / account holder | $1,549 | $5,786-73.2% | $6,956-77.7% | $7,344-78.9% |