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 | $63,211 | $74,927-15.6% | $101,794-37.9% | $84,808-25.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.15% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $888 | $1,522-41.6% | $2,289-61.2% | $2,631-66.2% |
| Participant deferral / active EE | $2,669 | $3,099-13.9% | $4,084-34.6% | $4,212-36.6% |
| Admin fee / account holder | $1,113 | $6,514-82.9% | $8,777-87.3% | $7,344-84.8% |