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 | $74,416 | $93,571-20.5% | $135,903-45.2% | $75,163-1.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 17.80% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,837 | $3,537-19.8% | $4,856-41.6% | $2,670+6.3% |
| Participant deferral / active EE | $6,505 | $6,404+1.6% | $7,758-16.1% | $4,125+57.7% |
| Admin fee / account holder | $5,892 | $6,975-15.5% | $10,762-45.3% | $5,651+4.3% |