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 | $58,201 | $60,022-3.0% | $88,946-34.6% | $84,808-31.4% |
| Participation rate | 83.9% | 57.8%+26.0pp | 68.8%+15.0pp | 68.3%+15.6pp |
| Annual return | 13.82% | 22.43%-8.6pp | 57.82%-44.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,837 | $1,703+66.6% | $2,555+11.0% | $2,631+7.8% |
| Participant deferral / active EE | $6,187 | $3,114+98.7% | $4,581+35.1% | $4,212+46.9% |
| Admin fee / account holder | $5,988 | $4,811+24.5% | $8,261-27.5% | $7,344-18.5% |