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 | $73,694 | $76,552-3.7% | $123,892-40.5% | $62,891+17.2% |
| Participation rate | 80.9% | 73.0%+7.9pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,168 | $2,883-24.8% | $4,617-53.0% | $2,281-4.9% |
| Participant deferral / active EE | $3,551 | $4,840-26.6% | $5,984-40.7% | $3,203+10.9% |
| Admin fee / account holder | $7,681 | $4,826+59.2% | $8,357-8.1% | $4,296+78.8% |