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 | $79,106 | $138,347-42.8% | $184,203-57.1% | $80,856-2.2% |
| Participation rate | 72.5% | 83.9%-11.4pp | 86.8%-14.3pp | 67.6%+4.9pp |
| Annual return | 14.02% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,135 | $4,850-35.4% | $6,427-51.2% | $2,755+13.8% |
| Participant deferral / active EE | $6,660 | $7,071-5.8% | $9,131-27.1% | $4,296+55.0% |
| Admin fee / account holder | $624 | $10,483-94.0% | $13,901-95.5% | $6,918-91.0% |