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 | $76,235 | $93,071-18.1% | $74,583+2.2% | $273,961-72.2% |
| Participation rate | 93.8% | 74.9%+18.8pp | 68.1%+25.6pp | 83.0%+10.7pp |
| Annual return | 5.62% | 26.18%-20.6pp | 20.47%-14.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,461 | $3,160-22.1% | $2,525-2.5% | $4,869-49.5% |
| Participant deferral / active EE | $5,904 | $4,160+41.9% | $3,458+70.7% | $5,287+11.7% |
| Admin fee / account holder | $8,244 | $5,272+56.4% | $4,138+99.2% | $10,132-18.6% |