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 | $61,437 | $81,248-24.4% | $155,509-60.5% | $80,856-24.0% |
| Participation rate | 77.6% | 66.2%+11.4pp | 78.2%-0.6pp | 67.6%+10.0pp |
| Annual return | 15.54% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $930 | $3,100-70.0% | $4,672-80.1% | $2,755-66.3% |
| Participant deferral / active EE | $5,745 | $3,452+66.4% | $5,626+2.1% | $4,296+33.7% |
| Admin fee / account holder | $3,378 | $7,997-57.8% | $15,912-78.8% | $6,918-51.2% |