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 | $68,300 | $93,571-27.0% | $135,903-49.7% | $75,163-9.1% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 67.2%+17.0pp |
| Annual return | 20.35% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,777 | $3,537-21.5% | $4,856-42.8% | $2,670+4.0% |
| Participant deferral / active EE | $5,247 | $6,404-18.1% | $7,758-32.4% | $4,125+27.2% |
| Admin fee / account holder | $1,318 | $6,975-81.1% | $10,762-87.8% | $5,651-76.7% |