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 | $54,596 | $46,553+17.3% | $64,056-14.8% | $75,163-27.4% |
| Participation rate | 71.9% | 65.9%+5.9pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 11.68% | 26.03%-14.4pp | 33.69%-22.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $945 | $1,974-52.1% | $2,747-65.6% | $2,670-64.6% |
| Participant deferral / active EE | $3,111 | $2,837+9.7% | $3,880-19.8% | $4,125-24.6% |
| Admin fee / account holder | $450 | $2,952-84.7% | $3,068-85.3% | $5,651-92.0% |