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 | $73,019 | $80,717-9.5% | $154,803-52.8% | $84,808-13.9% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 22.90% | 37.96%-15.1pp | 58.88%-36.0pp | 40.90%-18.0pp |
| Employer contribution / active EE | $3,252 | $2,761+17.8% | $4,305-24.5% | $2,631+23.6% |
| Participant deferral / active EE | $4,101 | $3,303+24.2% | $5,540-26.0% | $4,212-2.6% |
| Admin fee / account holder | $1,792 | $6,746-73.4% | $14,329-87.5% | $7,344-75.6% |