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 | $60,495 | $58,851+2.8% | $115,157-47.5% | $72,985-17.1% |
| Participation rate | 70.8% | 65.5%+5.2pp | 75.9%-5.1pp | 69.5%+1.3pp |
| Annual return | 25.36% | 23.16%+2.2pp | 35.60%-10.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,225 | $1,798-31.9% | $3,179-61.5% | $2,440-49.8% |
| Participant deferral / active EE | $6,374 | $2,643+141.2% | $4,168+52.9% | $3,607+76.7% |
| Admin fee / account holder | $3,333 | $6,370-47.7% | $7,088-53.0% | $5,124-35.0% |