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 | $65,877 | $148,978-55.8% | $200,582-67.2% | $84,808-22.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 15.45% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,774 | $4,815-63.2% | $6,419-72.4% | $2,631-32.6% |
| Participant deferral / active EE | $5,500 | $7,142-23.0% | $9,331-41.1% | $4,212+30.6% |
| Admin fee / account holder | $5,028 | $13,977-64.0% | $16,305-69.2% | $7,344-31.5% |