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 | $62,346 | $93,571-33.4% | $135,903-54.1% | $75,163-17.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 17.34% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,403 | $3,537-32.1% | $4,856-50.5% | $2,670-10.0% |
| Participant deferral / active EE | $5,632 | $6,404-12.1% | $7,758-27.4% | $4,125+36.5% |
| Admin fee / account holder | $1,790 | $6,975-74.3% | $10,762-83.4% | $5,651-68.3% |