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 | $62,023 | $109,359-43.3% | $162,163-61.8% | $72,985-15.0% |
| Participation rate | 73.3% | 84.3%-10.9pp | 87.6%-14.2pp | 69.5%+3.8pp |
| Annual return | 24.14% | 25.46%-1.3pp | 115.59%-91.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,557 | $3,907-60.2% | $5,614-72.3% | $2,440-36.2% |
| Participant deferral / active EE | $5,978 | $5,481+9.1% | $7,298-18.1% | $3,607+65.7% |
| Admin fee / account holder | $2,456 | $7,972-69.2% | $10,843-77.3% | $5,124-52.1% |