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 | $65,533 | $95,803-31.6% | $113,168-42.1% | $84,808-22.7% |
| Participation rate | 72.2% | 72.9%-0.6pp | 76.6%-4.3pp | 68.3%+3.9pp |
| Annual return | 12.63% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,481 | $2,360-37.3% | $2,975-50.2% | $2,631-43.7% |
| Participant deferral / active EE | $2,785 | $4,242-34.3% | $5,107-45.5% | $4,212-33.9% |
| Admin fee / account holder | $9,934 | $8,989+10.5% | $12,068-17.7% | $7,344+35.3% |