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 | $66,416 | $95,803-30.7% | $113,168-41.3% | $84,808-21.7% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.5pp |
| Annual return | 12.57% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,104 | $2,360-10.8% | $2,975-29.3% | $2,631-20.0% |
| Participant deferral / active EE | $2,425 | $4,242-42.8% | $5,107-52.5% | $4,212-42.4% |
| Admin fee / account holder | $3,288 | $8,989-63.4% | $12,068-72.8% | $7,344-55.2% |