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 | $73,583 | $88,634-17.0% | $101,326-27.4% | $74,304-1.0% |
| Participation rate | 71.3% | 76.9%-5.6pp | 81.5%-10.2pp | 60.3%+10.9pp |
| Annual return | 17.33% | 33.10%-15.8pp | 36.82%-19.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,422 | $2,930-17.3% | $3,665-33.9% | $2,241+8.1% |
| Participant deferral / active EE | $4,645 | $7,322-36.6% | $7,994-41.9% | $3,767+23.3% |
| Admin fee / account holder | $8,796 | $2,425+262.7% | $11,185-21.4% | $2,969+196.3% |