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 | $60,630 | $63,764-4.9% | $81,930-26.0% | $79,858-24.1% |
| Participation rate | 82.1% | 67.5%+14.6pp | 72.0%+10.1pp | 69.6%+12.5pp |
| Annual return | 10.74% | 22.66%-11.9pp | 29.49%-18.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $692 | $1,795-61.5% | $4,310-83.9% | $2,471-72.0% |
| Participant deferral / active EE | $2,452 | $2,780-11.8% | $7,107-65.5% | $3,740-34.4% |
| Admin fee / account holder | $10,186 | $4,426+130.1% | $5,158+97.5% | $5,306+92.0% |