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 | $57,638 | $109,881-47.5% | $150,045-61.6% | $84,808-32.0% |
| Participation rate | 71.2% | 76.1%-4.9pp | 82.3%-11.1pp | 68.3%+2.9pp |
| Annual return | 18.59% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,006 | $3,561+12.5% | $4,693-14.6% | $2,631+52.3% |
| Participant deferral / active EE | $10,108 | $6,636+52.3% | $7,997+26.4% | $4,212+140.0% |
| Admin fee / account holder | $5,203 | $8,568-39.3% | $13,435-61.3% | $7,344-29.1% |