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 | $52,638 | $148,978-64.7% | $200,582-73.8% | $84,808-37.9% |
| Participation rate | 76.5% | 84.2%-7.8pp | 86.9%-10.4pp | 68.3%+8.2pp |
| Annual return | 13.45% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,133 | $4,815-34.9% | $6,419-51.2% | $2,631+19.1% |
| Participant deferral / active EE | $7,670 | $7,142+7.4% | $9,331-17.8% | $4,212+82.1% |
| Admin fee / account holder | $11,534 | $13,977-17.5% | $16,305-29.3% | $7,344+57.1% |