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 | $69,156 | $95,803-27.8% | $113,168-38.9% | $84,808-18.5% |
| Participation rate | 91.1% | 72.9%+18.2pp | 76.6%+14.5pp | 68.3%+22.8pp |
| Annual return | 18.23% | 25.00%-6.8pp | 24.27%-6.0pp | 40.90%-22.7pp |
| Employer contribution / active EE | $7,937 | $2,360+236.3% | $2,975+166.8% | $2,631+201.7% |
| Participant deferral / active EE | $3,878 | $4,242-8.6% | $5,107-24.1% | $4,212-7.9% |
| Admin fee / account holder | $3,435 | $8,989-61.8% | $12,068-71.5% | $7,344-53.2% |