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 | $63,462 | $60,022+5.7% | $88,946-28.7% | $84,808-25.2% |
| Participation rate | 72.0% | 57.8%+14.2pp | 68.8%+3.2pp | 68.3%+3.7pp |
| Annual return | 18.13% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,373 | $1,703+39.4% | $2,555-7.1% | $2,631-9.8% |
| Participant deferral / active EE | $5,997 | $3,114+92.6% | $4,581+30.9% | $4,212+42.4% |
| Admin fee / account holder | $3,627 | $4,811-24.6% | $8,261-56.1% | $7,344-50.6% |