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 | $65,315 | $86,929-24.9% | $102,423-36.2% | $80,856-19.2% |
| Participation rate | 91.5% | 72.4%+19.2pp | 76.5%+15.1pp | 67.6%+23.9pp |
| Annual return | 10.85% | 18.88%-8.0pp | 29.32%-18.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,296 | $2,369-3.1% | $3,023-24.1% | $2,755-16.7% |
| Participant deferral / active EE | $4,354 | $4,118+5.7% | $5,053-13.8% | $4,296+1.3% |
| Admin fee / account holder | $1,250 | $8,049-84.5% | $9,451-86.8% | $6,918-81.9% |