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 | $69,502 | $93,571-25.7% | $135,903-48.9% | $75,163-7.5% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 15.70% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,481 | $3,537-29.9% | $4,856-48.9% | $2,670-7.1% |
| Participant deferral / active EE | $5,407 | $6,404-15.6% | $7,758-30.3% | $4,125+31.1% |
| Admin fee / account holder | $12,906 | $6,975+85.0% | $10,762+19.9% | $5,651+128.4% |