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 | $68,223 | $58,512+16.6% | $84,015-18.8% | $72,985-6.5% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 22.56% | 28.93%-6.4pp | 71.31%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,470 | $1,163+26.4% | $1,983-25.9% | $2,440-39.8% |
| Participant deferral / active EE | $4,782 | $2,394+99.8% | $3,239+47.6% | $3,607+32.6% |
| Admin fee / account holder | $2,268 | $4,569-50.4% | $6,101-62.8% | $5,124-55.7% |