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 | $66,170 | $105,856-37.5% | $285,549-76.8% | $116,875-43.4% |
| Participation rate | 76.5% | 68.4%+8.1pp | 83.2%-6.7pp | 74.5%+1.9pp |
| Annual return | 11.78% | 16.47%-4.7pp | 7.15%+4.6pp | 16.29%-4.5pp |
| Employer contribution / active EE | $2,066 | $2,968-30.4% | $5,022-58.9% | $3,288-37.2% |
| Participant deferral / active EE | $1,488 | $2,757-46.0% | $4,549-67.3% | $3,885-61.7% |
| Admin fee / account holder | $11,680 | $7,416+57.5% | $13,934-16.2% | $12,263-4.8% |