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 | $67,240 | $101,724-33.9% | $164,813-59.2% | $80,856-16.8% |
| Participation rate | 72.4% | 71.8%+0.6pp | 78.6%-6.2pp | 67.6%+4.8pp |
| Annual return | 14.76% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.8pp |
| Employer contribution / active EE | $968 | $2,953-67.2% | $4,341-77.7% | $2,755-64.9% |
| Participant deferral / active EE | $3,488 | $4,477-22.1% | $6,031-42.2% | $4,296-18.8% |
| Admin fee / account holder | $3,784 | $8,227-54.0% | $12,690-70.2% | $6,918-45.3% |