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 | $61,773 | $215,361-71.3% | $171,082-63.9% | $273,961-77.5% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 9.82% | 25.14%-15.3pp | 32.56%-22.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,162 | $4,967-36.3% | $4,002-21.0% | $4,869-35.0% |
| Participant deferral / active EE | $6,052 | $5,543+9.2% | $4,797+26.2% | $5,287+14.5% |
| Admin fee / account holder | $7,168 | $10,846-33.9% | $8,520-15.9% | $10,132-29.3% |