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 | $58,675 | $80,717-27.3% | $154,803-62.1% | $84,808-30.8% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-4.9pp | 68.3%+4.8pp |
| Annual return | 16.13% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,033 | $2,761-26.4% | $4,305-52.8% | $2,631-22.7% |
| Participant deferral / active EE | $4,297 | $3,303+30.1% | $5,540-22.4% | $4,212+2.0% |
| Admin fee / account holder | $2,584 | $6,746-61.7% | $14,329-82.0% | $7,344-64.8% |