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 | $65,909 | $68,914-4.4% | $136,749-51.8% | $74,304-11.3% |
| Participation rate | 79.2% | 51.3%+27.9pp | 72.1%+7.1pp | 60.3%+18.9pp |
| Annual return | 18.06% | 16.34%+1.7pp | 24.33%-6.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,333 | $1,561+49.4% | $3,400-31.4% | $2,241+4.1% |
| Participant deferral / active EE | $4,372 | $2,541+72.0% | $4,692-6.8% | $3,767+16.0% |
| Admin fee / account holder | $2,470 | $3,149-21.6% | $11,386-78.3% | $2,969-16.8% |