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 | $59,354 | $80,968-26.7% | $96,544-38.5% | $75,163-21.0% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 16.59% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,162 | $2,282-49.1% | $2,965-60.8% | $2,670-56.5% |
| Participant deferral / active EE | $3,325 | $3,928-15.4% | $4,851-31.5% | $4,125-19.4% |
| Admin fee / account holder | $1,548 | $6,724-77.0% | $8,252-81.2% | $5,651-72.6% |